Filings through .
Filed May 10, 2006 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $15,644 |
25 funds of $250K or more; 20 lines in all, holding $85.8M of the plan's $85.9M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $30.9M | 36.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $11.6M | 13.6% |
| Fidelity Contrafund Class K Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $11.2M | 13.0% |
| bs Harbor Capital Appreciation RET Harbor Capital · Mutual fund Possible retail class A | $6.2M | 7.3% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $5.1M | 6.0% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund Possible retail class A | $3.6M | 4.2% |
| JPMorgan Equity Income Fund R JPMorgan · Mutual fund Possible retail class A | $2.8M | 3.3% |
| id John Hancock Disciplined Value Mid Cap Fund Class R6é Mutual Fund John Hancock (Manulife) · Mutual fund Possible retail class A | $1.8M | 2.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $1.7M | 1.9% |
| fund 2 Fidelity Managed Income Portfolio Class 2 Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $1.6M | 1.9% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Communication Services Index Fund Admiral Shares | $1.4M |
| DroppedFidelity Select Wireless Fund | $1.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 7 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.