Filings through .
Filed March 21, 2005 (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.
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $86,197 |
BELLWETHER CONSULTING LLC6 years Service code 27 · EIN 22-3784192 | Advisory (Plan) | $27,184 |
RSM US LLP5 years Service code 10 · EIN 42-0714325 | Accounting | $19,950 |
24 funds of $250K or more; 16 lines in all, holding $182M of the plan's $182M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 30% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $55.2M | 30.4% |
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 3 vintagesRecordkeeper's own fund | $37.6M | 20.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $21.7M | 11.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $19.7M | 10.8% |
| Fidelity Balanced Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $12.3M | 6.8% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $8.9M | 4.9% |
| Putnam Large Cap Value R6 Fund Stock Franklin Templeton · Mutual fund | $5.5M | 3.0% |
| December 31, 2025 Pooled Separate Accounts: New York Life New York Life · Insurance contract | $4.7M | 2.6% |
| Vanguard Global Equity Fund Investor Shares Vanguard · Mutual fund | $4.2M | 2.3% |
| BlackRock Advantage Small Cap Core Fund Class K BlackRock · Mutual fund | $3.3M | 1.8% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Form 5500 reported that benefits due were not provided when due.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.