Filings through .
Filed March 7, 1995 (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 |
|---|---|---|
MILLSTONE ADVISORY PARTNERS9 years Service code 26 103 BRADFORD VILLAGE COURT · SOUTHERN PINES, NC 28387 | Advisory (Participants) | $90,346 |
FIRST CITIZENS BANK & TRUST COMPANY10+ years Filed as: FIRST CITIZENS BANK & TRUST Service code 26 4300 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Participants) | $47,000 |
GEORGE OSCHMANN11+ years Service code 26 7011 FAYETTEVILLE RD · DURHAM, NC 27713 | Advisory (Participants) | $33,027 |
THE VANGUARD GROUP, INC.10+ years Filed as: THE VANGUARD GROUP, INC Service code 26 · EIN 23-1945930 | Advisory (Participants) | $23,574 |
STEPHEN LINDON THOMAS5 years Service code 26 516 N TRYON ST · CHARLOTTE, NC 28202 | Advisory (Participants) | $17,436 |
QRPS, INC.10+ years Filed as: QRPS, INC Service code 26 2724 DISCOVERY DRIVE · RALEIGH, NC 27616 | Advisory (Participants) | $13,125 |
28 funds of $250K or more; 21 lines in all, holding $149M of the plan's $181M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $110M | 74.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $7.7M | 5.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $5.0M | 3.4% |
| AB Large Cap Growth I AllianceBernstein · Other | $4.1M | 2.8% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund | $3.9M | 2.7% |
| American Funds Capital Group · Mutual fund | $3.1M | 2.1% |
| JP Morgan US Equity JPMorgan · Other | $2.1M | 1.4% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $1.7M | 1.2% |
| Hood River Small-Cap Growth Ret Hood River · Other | $1.6M | 1.1% |
| T. Rowe Price Value 1 T. Rowe Price · Mutual fund | $1.5M | 1.0% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| Droppedpar, or maturity value Cost Value Mutual Funds | $21.3M |
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.
The auditor signed off without reservation. This is the cleanest opinion.