Filings through .
Filed November 6, 1997
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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $55,039 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,626 |
17 funds of $250K or more; 9 lines in all, holding $65.5M of the plan's $83.9M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $53.3M | 81.4% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $4.3M | 6.6% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund | $3.1M | 4.8% |
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $3.1M | 4.8% |
| Vang ToT WLD STK ADM Vanguard · Mutual fund | $616K | 0.9% |
| Vang Infl Prot Adm Vanguard · Mutual fund | $532K | 0.8% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $433K | 0.7% |
| Vanguard PIM Intl BD US$H I Vanguard · Mutual fund | $21K | <0.1% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $333 | <0.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 2 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.