Filings through .
Filed May 28, 2008
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 | $2,075 |
14 funds of $250K or more; 20 lines in all, holding $11.1M of the plan's $11.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $7.2M | 64.9% |
| Oakmark Equity & Income-Inv Natixis IM · Mutual fund | $557K | 5.0% |
| Fidelity Growth Disc Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $495K | 4.4% |
| J H Forty S Manager not matched · Mutual fund | $485K | 4.4% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $477K | 4.3% |
| Dodge & Cox Stock Fund Class I Dodge & Cox · Mutual fund | $404K | 3.6% |
| PIMCO Total Return Fund (Admiral) PIMCO (Allianz) · Mutual fund | $345K | 3.1% |
| Fidelity International Discovery Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $233K | 2.1% |
| Dodge & Cox International Stock Fund Class I Dodge & Cox · Mutual fund | $191K | 1.7% |
| Fidelity Low-Priced Stock Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $154K | 1.4% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.