Filings through .
Filed September 28, 2010 (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 |
|---|---|---|
Filed as: FUTURE CAPITAL Service code 26 · EIN 62-1823351 | Advisory (Participants) | $14,500 |
Filed as: FIRST NATIONAL BANK OF FORT SMITH Service code 15 · EIN 71-0058845 | Recordkeeping | $3,158 |
10 funds of $250K or more; 13 lines in all, holding $9.2M of the plan's $9.6M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| of Fidelity Investment Grade Bond Fund 26 Fidelity (FMR) · Mutual fund Possible retail class A | $1.5M | 16.6% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 14.9% |
| Vanguard 500 Index Fund Adm 540 Vanguard · Mutual fund Index | $1.3M | 14.3% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 11.8% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $890K | 9.7% |
| of Fidelity Fimm Funds: Money Market Port CL I Fidelity (FMR) · Money market | $882K | 9.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $549K | 6.0% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $441K | 4.8% |
| of Vanguard Lifestrategy Conservative Growth Fund 724 Vanguard · Mutual fund Possible retail class A | $403K | 4.4% |
| Vanguard Lifestrategy Growth Fund 122 Vanguard · Mutual fund Possible retail class A | $259K | 2.8% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.