Filings through .
Filed January 27, 1993
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 |
|---|---|---|
OXFORD FINANCIAL GROUP, LTD11+ years Filed as: OXFORD FINANCIAL GROUP LTD Service code 27 · EIN 35-1588335 | Advisory (Plan) | $41,399 |
RSM US LLP8 years Service code 10 · EIN 42-0714325 | Accounting | $19,404 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $11,477 |
14 funds hold $15.5M of the plan's $15.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 9 vintages | $4.2M | 27.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $2.5M | 16.0% |
| JPMorgan Large Cap Growth Fund Class R5 JPMorgan · Mutual fund Possible retail class A | $2.4M | 15.4% |
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund Possible retail class A | $1.5M | 9.6% |
| Wasatch Core Growth Fund Manager not matched · Mutual fund Possible retail class A | $1.3M | 8.3% |
| Dodge & Cox Stock Fund Class I Dodge & Cox · Mutual fund Possible retail class A | $1.1M | 7.2% |
| Eupac Fund Class R-5 Capital Group · Mutual fund Possible retail class A | $936K | 6.0% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $902K | 5.8% |
| Morley Morley Stable Value Fund Class 40-I Principal · Insurance contract | $310K | 2.0% |
| Diversified Real Asset Fund Institutional Class Principal · Mutual fund | $192K | 1.2% |
No lineup changes between the 2024 and 2025 filings.
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.