Filings through .
Filed July 20, 2006
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 |
|---|---|---|
ORGEL WEALTH MANAGEMENT10+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $47,752 |
WIPFLI LLP10+ years Service code 14 · EIN 39-0758449 | Plan Administrator | $30,265 |
13 funds of $250K or more; 15 lines in all, holding $24.1M of the plan's $24.6M. From the 2024 filing. Recordkeeper: Wipfli.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.5M | 14.4% |
| Wells Fargo Stable Return Fund CIass C Allspring · Collective trust | $3.3M | 13.8% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $3.0M | 12.5% |
| Federated Hermes Total Return Bond CIT Class M Federated Hermes · Collective trust | $2.5M | 10.3% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $2.4M | 9.8% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $2.3M | 9.4% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund | $1.6M | 6.5% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $1.2M | 4.8% |
| Allspring Special Mid Cap Value Fund Allspring · Mutual fund | $1.1M | 4.4% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $934K | 3.9% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.