Filings through .
Filed July 22, 2013
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 INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 13 · EIN 04-3532603 | Contract Administrator | $465,625 |
KPMG LLP10+ years Service code 10 · EIN 13-5565207 | Accounting | $19,440 |
HILL WARD & HENDORSON7 years Service code 29 · EIN 59-2678550 | Legal | $16,449 |
1 fund holds $19.8M of the plan's $28.7M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Northern Trust Global Investments Aggregate Bond Northern Trust · Collective trust | $19.8M | 100.0% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Brian Kingsbury A.S.A E.A. Fidelity Investments Schedule SB | Schedule SB | Pro |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.