Filings through .
Filed May 16, 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 |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $26,953 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,758 |
8 funds of $250K or more; 16 lines in all, holding $8.2M of the plan's $8.2M. From the 2025 filing. Recordkeeper: Raymond James Financial Services.
Target-date series: American Funds Target Date, mutual fund, 88% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $7.2M | 88.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $387K | 4.7% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $216K | 2.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $86K | 1.1% |
| JPMorgan U.S. Government Money Market Fund JPMorgan · Money market | $77K | 0.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $67K | 0.8% |
| Janus Henderson Triton Fund Janus Henderson · Mutual fund | $34K | 0.4% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $29K | 0.4% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $26K | 0.3% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $18K | 0.2% |
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).
The auditor signed off without reservation. This is the cleanest opinion.