Filings through .
Filed November 4, 1992
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,217 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $14,560 |
20 funds of $250K or more; 22 lines in all, holding $31.0M of the plan's $33.3M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 9 vintagesRecordkeeper's own fund | $14.4M | 46.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.0M | 13.0% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.8M | 5.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.6M | 5.3% |
| Fidelity Growth Company Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.6M | 5.1% |
| PIMCO Total Return Fund (Admiral) PIMCO (Allianz) · Mutual fund | $1.4M | 4.6% |
| Fidelity Mid-Cap Stock Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.3M | 4.1% |
| John Hancock Jhancock Dscpl Val I John Hancock (Manulife) · Mutual fund | $1.1M | 3.6% |
| Fidelity Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $744K | 2.4% |
| Fidelity Balanced Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $523K | 1.7% |
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).
The auditor signed off without reservation. This is the cleanest opinion.