Filings through .
Filed April 3, 2011
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,212 |
12 funds of $250K or more; 18 lines in all, holding $18.6M of the plan's $18.7M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 78% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $14.5M | 78.2% |
| Fidelity Freedom Blend Fidelity (FMR) · Mutual fund Target-date, 1 vintageRecordkeeper's own fund | $2.1M | 11.5% |
| T. Rowe Price Institutional Large-Cap Core Growth Fund T. Rowe Price · Mutual fund | $496K | 2.7% |
| Stable Value Collective Federated Hermes Capital Preservation Fund R6 Federated Hermes · Stable value Stable value | $495K | 2.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $378K | 2.0% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $277K | 1.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $66K | 0.4% |
| Fidelity Government Money Market Fund R6 Fidelity (FMR) · Money market Recordkeeper's own fund | $57K | 0.3% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund | $41K | 0.2% |
| MES International Growth Fund Class R6 Manager not matched · Mutual fund | $31K | 0.2% |
Added 1 fund, dropped 3 funds, likely replaced 2 funds. Moved to another target-date series. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Target-date switchVanguard Target Retirement 2050 Fund Investor Shares to Fidelity Freedom 2030 Fund Class K6 | $146K to $16.7M |
| DroppedT. Rowe Price Growth Stock Fund, Inc. T. Rowe Price Growth Stock Fund-I Class | $3.3M |
| ReplacedHighVanguard Total Stock Market Index Fund Admiral Shares to Fidelity 500 Index Fund | $2.1M to $378K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.