Filings through .
Filed March 28, 1996 (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.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $85,956 |
WEAVER AND TIDWELL, LLP1 year Service code 10 · EIN 75-0786316 | Accounting | $21,000 |
REGIONS2 years Service code 70 · EIN 63-0589368 | Consulting Fees | $19,480 |
22 funds of $250K or more; 18 lines in all, holding $109M of the plan's $109M. From the 2024 filing. Recordkeeper: Bank of America (Merrill).
Target-date series: American Funds Target Date, mutual fund, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 6 vintages | $49.1M | 45.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $20.0M | 18.3% |
| T. Rowe Price Large-Cap Growth Fund-I Class T. Rowe Price · Mutual fund | $10.3M | 9.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $4.5M | 4.1% |
| from to and maturity dates through 2029 Columbia Trust Stable High Quality Income Ameriprise (Columbia Threadneedle) · Collective trust | $4.3M | 3.9% |
| JP Moran Mid Cap Growth Fd R6 Manager not matched · Mutual fund | $3.7M | 3.4% |
| MFS International Equity Fund Class R6 MFS (Sun Life) · Mutual fund | $3.7M | 3.4% |
| Fund Expand Energy Company Manager not matched · Mutual fund | $2.5M | 2.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.2M | 2.0% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 1.7% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.