Filings through .
Filed January 6, 2006 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $134,768 |
31 funds of $250K or more; 23 lines in all, holding $491M of the plan's $498M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, collective trust, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $179M | 36.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $75.9M | 15.5% |
| Vanguard Primecap Fund Admiral Shares Vanguard · Mutual fund | $32.2M | 6.6% |
| MetLife Managed GIC MetLife · Insurance contract | $31.4M | 6.4% |
| Harbor Capital Appreciation Fund Institutional Class Harbor Capital · Mutual fund | $31.1M | 6.3% |
| BlackRock MSCI ACWI ex-U.S. IMI Index Fund R BlackRock · Collective trust Index | $19.6M | 4.0% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $19.6M | 4.0% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $15.5M | 3.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $15.1M | 3.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $13.7M | 2.8% |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.