Filings through .
Filed July 19, 2006
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $156,700 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 26 · EIN 26-0058143 | Advisory (Participants) | $100,104 |
COKER AND COMPANY LLC1 year Service code 10 · EIN 99-2592798 | Accounting | $33,000 |
24 funds of $250K or more; 14 lines in all, holding $214M of the plan's $268M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $129M | 60.2% |
| Harbor Capital Appreciation CIT R Harbor Capital · Collective trust | $17.9M | 8.4% |
| Stable Value Account PSA No. 25 New York Life · Stable value Stable value | $14.7M | 6.9% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $10.6M | 4.9% |
| MFS Large Cap Value CIT MFS (Sun Life) · Collective trust | $7.8M | 3.6% |
| John Hancock Disciplined Value Mid Cap Fund Class R6 John Hancock (Manulife) · Mutual fund | $7.7M | 3.6% |
| Victory Sycamore Small Company Opportunity Fund Class R6 Victory Capital · Mutual fund | $5.3M | 2.5% |
| MassMutual Mid Cap Growth Fund Class I MassMutual · Mutual fund | $5.3M | 2.5% |
| Fidelity Total Bond K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $4.5M | 2.1% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $3.9M | 1.8% |
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.
The auditor signed off without reservation. This is the cleanest opinion.