Filings through .
Filed February 24, 2004
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 |
|---|---|---|
AMERICAN FUNDS3 years Filed as: THE CAPITAL GROUP INVESTMENT Service code 26 · EIN 46-4255096 | Advisory (Participants) | $17,664 |
Service code 26 · EIN 47-5476782 | Advisory (Participants) | $16,564 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,346 |
19 funds of $250K or more; 26 lines in all, holding $27.3M of the plan's $27.6M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Nuveen Lifecycle Index, mutual fund, 78% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 12 vintages | $14.8M | 54.1% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Separate account Target-date, 1 vintage | $6.4M | 23.6% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $2.1M | 7.5% |
| Reliance MetLife Stable Value MetLife · Insurance contract | $653K | 2.4% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $513K | 1.9% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $435K | 1.6% |
| Vanguard Small-Cap Growth Index Fund Vanguard · Mutual fund Index | $370K | 1.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $334K | 1.2% |
| BlackRock Real Estate Securities Fund BlackRock · Mutual fund | $316K | 1.2% |
| Nuveen Large Cap Growth Index Fund TIAA (Nuveen) · Mutual fund Index | $254K | 0.9% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedT. Rowe Price Dividend Growth Fund, Inc. | $282K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.