Filings through .
Filed May 31, 2013
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,062 |
26 funds of $250K or more; 24 lines in all, holding $100M of the plan's $105M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Blend, mutual fund, 4% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Diamond Hill All Cap Select Portfolio Diamond Hill · Collective trust | $21.9M | 21.9% |
| Diamond Hill Large Cap Fund Class Y Diamond Hill · Mutual fund | $10.9M | 10.9% |
| Including Maturity Date Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $10.4M | 10.4% |
| Diamond Hill Small Cap Fund Class Y Diamond Hill · Mutual fund | $7.4M | 7.4% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $6.7M | 6.7% |
| Diamond Hill Long-Short Fund Class Y Diamond Hill · Mutual fund | $6.2M | 6.2% |
| Diamond Hill Short Duration Securitized Bond Fund Class Y Diamond Hill · Mutual fund | $6.1M | 6.1% |
| Diamond Hill Core Bond Fund Class Y Diamond Hill · Mutual fund | $4.4M | 4.4% |
| Diamond Hill Small-Mid Cap Fund Class Y Diamond Hill · Mutual fund | $4.2M | 4.2% |
| Fidelity Freedom Blend Fidelity (FMR) · Mutual fund Target-date, 9 vintagesRecordkeeper's own fund | $4.1M | 4.1% |
Added 4 funds, dropped 3 funds, likely replaced 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedIncluding Maturity Date | $10.4M |
| DroppedDiamond Hill International Fund | $7.4M |
| AddedFidelity Freedom Blend 2050 Fund Class K6 | $4.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 12 renames.
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.