Filings through .
Filed December 29, 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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $650 |
33 funds of $250K or more; 24 lines in all, holding $95.3M of the plan's $96.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $41.9M | 44.0% |
| December 31, 2025 Mutual and Money Market Funds: Fidelity Fidelity (FMR) · Money market IndexRecordkeeper's own fund | $14.2M | 14.9% |
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 1 vintage | $7.7M | 8.0% |
| Natixis Oakmark Fund (Investor) Natixis IM · Mutual fund | $5.1M | 5.4% |
| Fidelity Contrafund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $5.0M | 5.2% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.6M | 3.7% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund | $2.5M | 2.6% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $2.3M | 2.4% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 1.8% |
| T. Rowe Price Stable Value Common Trust Fund A T. Rowe Price · Stable value Stable value | $1.6M | 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.
Participant contribution per participant 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.