Filings through .
Filed January 10, 2000
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$23,083 |
28 funds of $250K or more; 17 lines in all, holding $234M of the plan's $255M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $82.8M | 35.3% |
| Fidelity Contrafund Commingled Pool Fidelity (FMR) · Collective trust Recordkeeper's own fund | $30.9M | 13.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $24.8M | 10.6% |
| Harbor Capital Appreciation CIT R Harbor Capital · Collective trust | $18.8M | 8.0% |
| Fidelity Balanced Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $14.4M | 6.1% |
| Dodge & Cox Stock Fund Class I Dodge & Cox · Mutual fund | $11.7M | 5.0% |
| Dimensional Fund Advisors Targeted Value I Fund Dimensional · Mutual fund | $9.9M | 4.2% |
| Invesco Stable Value Fund Invesco · Insurance contract | $9.0M | 3.8% |
| Harding Loevner Int'l Equity Port. Accumulation Class N/R Affiliated Managers Group · Other | $7.3M | 3.1% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund Index | $5.1M | 2.2% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.