Filings through .
Filed December 30, 1996
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: AMERIPRISE FINANCIAL Service code 27 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $55,818 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $42,378 |
CHERRY BEKAERT LLP1 year Service code 10 PO BOX 25549 · RICHMOND, VA 23260 | Accounting | $11,021 |
20 funds hold $33.1M of the plan's $33.9M. From the 2024 filing. Recordkeeper: Ascensus.
Target-date series: Nuveen Lifecycle Index, mutual fund, 6% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares S&P 500 Index Fund BlackRock · ETF Index | $6.6M | 19.9% |
| Franklin Rising Dividends Fund Franklin Templeton · Mutual fund | $4.8M | 14.4% |
| Collateral, Par, or Maturity Value Value Collective Trust Fund: Morel Manager not matched · Collective trust | $3.0M | 9.1% |
| Columbia Mid Cap Index Fund Ameriprise (Columbia Threadneedle) · Mutual fund Index | $2.6M | 7.7% |
| Franklin Growth Fund Franklin Templeton · Mutual fund | $2.5M | 7.6% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $2.1M | 6.3% |
| Invesco Main Street Mid Cap Fund Invesco · Mutual fund | $1.7M | 5.2% |
| Eaton Vance Large Cap Growth Fund Morgan Stanley · Mutual fund | $1.7M | 5.0% |
| Invesco International Growth Fund Invesco · Mutual fund | $1.4M | 4.3% |
| Goldman Sachs Absolute Return Tracker Fund Goldman Sachs · Mutual fund | $1.1M | 3.3% |
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Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,185 | $88,890-7.5% | $102,423-19.8% | $77,643+5.9% |
| Participation rate | 80.5% | 80.9%-0.4pp | 76.5%+4.1pp | 70.6%+10.0pp |
| Annual return | 13.82% | 24.98%-11.2pp | 29.32%-15.5pp | 31.24%-17.4pp |
| Employer contribution / active EE | $1,617 | $2,698-40.1% | $3,023-46.5% | $2,726-40.7% |
| Participant deferral / active EE | $3,621 | $5,145-29.6% | $5,053-28.3% | $4,647-22.1% |
| Admin fee / account holder | $265 | $235+12.6% | $9,451-97.2% | $430-38.4% |