Filings through .
Filed September 28, 1992
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 |
|---|---|---|
QP CONSULTING11+ years Service code 26 6930 CARROLL AVE. · TAKOMA PARK, MD 20912 | Advisory (Participants) | $25,000 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $9,806 |
16 funds of $250K or more; 17 lines in all, holding $14.6M of the plan's $16.3M. From the 2025 filing. Recordkeeper: Ascensus.
Target-date series: Nuveen Lifecycle Index, mutual fund, 26% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 10 vintages | $3.8M | 25.9% |
| DFA U.S. Core Equity I Dimensional · Mutual fund | $2.2M | 15.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 10.7% |
| DFA U.S. Core Equity II Fund Instl Dimensional · Mutual fund | $1.5M | 10.3% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $1.3M | 9.1% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 6.9% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $769K | 5.3% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $739K | 5.1% |
| Fidelity Real Estate Index Fund Fidelity (FMR) · Mutual fund Index | $638K | 4.4% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $378K | 2.6% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.