Filings through .
Filed November 9, 2005 (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 |
|---|---|---|
TRUIST BANK6 years Service code 21 · EIN 56-1074313 | Bank Trustee | $24,949 |
SMITH & HOWARD, PC11+ years Service code 10 · EIN 58-1250486 | Accounting | $24,000 |
JLM ACTUARIAL, LLC8 years Service code 11 · EIN 82-3763658 | Actuarial | $23,800 |
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $23,500 |
8 funds hold $13.5M of the plan's $15.4M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Long-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $4.3M | 31.5% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $4.1M | 30.1% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $1.5M | 11.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 7.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $871K | 6.4% |
| Cohen Steers Realty Shares, Inc. Cl L Cohen & Steers · Mutual fund | $788K | 5.8% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $588K | 4.4% |
| Emerging Markets Growth Fund Manager not matched · Mutual fund | $382K | 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.
| Actuary | Schedule | Address, phone |
|---|---|---|
John L. Mitchell JLM Actuarial, LLC Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.