Filings through .
Filed April 23, 2007 (most recent of 2 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.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $39,223 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $31,453 |
Filed as: RAYMOND JAMES AND ASSOCIATES INC. Service code 16 · EIN 59-1237041 | Consulting | $8,653 |
16 funds of $250K or more; 27 lines in all, holding $53.9M of the plan's $55.8M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 88% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $47.6M | 88.3% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.4M | 2.5% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $1.2M | 2.3% |
| Vanguard LifeStrategy Consv Gr Vanguard · Mutual fund | $808K | 1.5% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $741K | 1.4% |
| Vanguard Mid-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $345K | 0.6% |
| American Funds Inf Linked Bond R-6 Capital Group · Mutual fund | $313K | 0.6% |
| Fuller & Thaler Behavioral Small Cap Growth Fund R6 Manager not matched · Mutual fund | $275K | 0.5% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $210K | 0.4% |
| Thornburg Limited Term Income Fund - Class R6 Thornburg · Mutual fund | $157K | 0.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.