Filings through .
Filed November 6, 2008
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 |
|---|---|---|
OSAIC WEALTH INC2 years Service code 27 · EIN 93-0987232 | Advisory (Plan) | $99,882 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $46,715 |
26 funds of $250K or more; 21 lines in all, holding $62.5M of the plan's $62.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $26.4M | 42.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $8.0M | 12.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.6M | 5.8% |
| Pioneer Bond Fund Victory Capital · Mutual fund | $3.5M | 5.7% |
| JP Morgan United States Equity Fund JPMorgan · Mutual fund | $3.0M | 4.9% |
| American Funds Intl Gr and Inc Capital Group · Mutual fund | $2.5M | 4.0% |
| T. Rowe Price Value Fund, Inc. T. Rowe Price · Mutual fund | $2.3M | 3.7% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $2.2M | 3.5% |
| Fidelity Advisors Stable Value Fund Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $2.1M | 3.4% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.0M | 3.3% |
Added 2 funds, dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedJPMorgan U.S. Equity Fund Class R6 | $3.2M |
| AddedJP Morgan United States Equity Fund | $3.0M |
| AddedBlackRock Floating Rate Income Portfolio | $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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.