Filings through .
Filed June 3, 2010
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 |
|---|---|---|
ALLIANCE BENEFIT GROUP4 years Service code 15 · EIN 76-0500416 | Recordkeeping | $252,429 |
MATRIX TRUST COMPANY7 years Service code 15 · EIN 75-3182674 | Recordkeeping | $20,327 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY, US, LLP Service code 10 · EIN 30-1413443 | Accounting | $7,735 |
19 funds hold $27.0M of the plan's $28.1M. From the 2024 filing. Recordkeeper: Alliance Benefit Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $4.0M | 14.9% |
| Money Market Portfolio Vanguard · Money market | $3.6M | 13.3% |
| iShares U.S. Aggregate Bond Index K N/R BlackRock · ETF Index | $3.5M | 12.8% |
| Federated Hermes Total Return Bond R6 N/R Federated Hermes · Mutual fund | $2.4M | 9.0% |
| Pioneer Fundamental Growth K N/R Victory Capital · Other | $2.0M | 7.5% |
| Oakmark Oakmark Institutional Manager not matched · Other | $1.8M | 6.6% |
| Nuveen International Equity Index Fund R6 N/R TIAA (Nuveen) · Mutual fund Index | $1.6M | 5.9% |
| GQG Partners Emerging Markets Equity R6 N/R GQG Partners · Mutual fund | $1.1M | 4.1% |
| The Hartford World Bond Fund Class R6 Hartford Funds · Mutual fund | $941K | 3.5% |
| BNY Mellon International Equity Fund - CII N/R BNY · Mutual fund | $859K | 3.2% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.