Filings through .
Filed December 18, 2002
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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY Service code 16 · EIN 33-0818667 | Consulting | $49,500 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,931 |
Filed as: FIDELITY INVEST INST OPER COMP LLC Service code 37 · EIN 04-2647786 | Loan Processing | $13,518 |
30 funds of $250K or more; 20 lines in all, holding $554M of the plan's $557M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 12% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $109M | 19.6% |
| Vanguard Primecap Fund Admiral Shares Vanguard · Mutual fund | $98.7M | 17.8% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $68.2M | 12.3% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund | $33.6M | 6.1% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $32.7M | 5.9% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $30.4M | 5.5% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $24.0M | 4.3% |
| Vanguard Retirement Savings Trust III Vanguard · Stable value Stable value | $23.3M | 4.2% |
| Vanguard Mid-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $22.3M | 4.0% |
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $20.5M | 3.7% |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.