Filings through .
Filed December 2, 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 |
|---|---|---|
CAPITAL MARKETS IQ LLC5 years Service code 26 5308 CENTRAL AVE · ST. PETERSBURG, FL 33707 | Advisory (Participants) | $69,148 |
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $19,797 |
10 funds of $250K or more; 19 lines in all, holding $9.2M of the plan's $9.4M. From the 2025 filing. Recordkeeper: Paychex.
Target-date series: Vanguard Target Retirement, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $6.9M | 75.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $785K | 8.5% |
| Vanguard Large-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $446K | 4.9% |
| Money Market Fund Vanguard Vanguard · Money market | $251K | 2.7% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $233K | 2.5% |
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund Index | $199K | 2.2% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $169K | 1.8% |
| Vanguard Developed Markets Index Fund Investor Shares Vanguard · Mutual fund Index | $94K | 1.0% |
| Vanguard Real Estate Index Fund Investor Shares Vanguard · Mutual fund Index | $56K | 0.6% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund Index | $44K | 0.5% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard Large-Cap Index Fund Admiral Shares to Vanguard Large-Cap Index Fund Investor Shares | $538K to $446K |
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 71,410 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.