Filings through .
Filed June 5, 2008
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 |
|---|---|---|
Service code 27 · EIN 54-1900002 | Advisory (Plan) | $84,584 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $46,712 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $33,600 |
RSM US LLP10+ years Service code 10 · EIN 42-0714325 | Accounting | $12,863 |
15 funds of $250K or more; 6 lines in all, holding $41.9M of the plan's $49.7M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Manager not matched · Mutual fund Target-date, 13 vintages | $29.9M | 71.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.8M | 11.4% |
| MFS Growth Fund R4 MFS (Sun Life) · Mutual fund | $3.1M | 7.5% |
| FA Stable Value I Manager not matched · Stable value Stable value | $2.7M | 6.4% |
| Col SM Cap Index I2 Manager not matched · Mutual fund Index | $1.2M | 2.8% |
| FA Real Estate I Manager not matched · Other | $164K | 0.4% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedFA Freedom Inc Z | $342K |
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.