Filings through .
Filed November 11, 2004 (most recent of 2 filings on file)
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 |
|---|---|---|
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $172,267 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $154,386 |
REGIONS BANK2 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $108,610 |
20 funds of $250K or more; 13 lines in all, holding $88.5M of the plan's $101M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $60.9M | 68.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $9.2M | 10.4% |
| Common/Collective Trust Ameriprise Trust Company Ameriprise (Columbia Threadneedle) · Collective trust | $5.3M | 5.9% |
| Prin/BR S&P 500 Index CIT N SEI · Collective trust Index | $4.6M | 5.2% |
| Registered Metropolitan Metro West Ttl Rtn Bd I Fund MetLife · Insurance contract | $1.9M | 2.2% |
| Vanguard Group Vanguard Tgt Rmt Inc Inv Fund Vanguard · Mutual fund | $1.7M | 1.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 1.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $990K | 1.1% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $911K | 1.0% |
| Registered Investment Company John Hancock John Hancock (Manulife) · Mutual fund | $889K | 1.0% |
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.
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.