Filings through .
Filed August 11, 1992
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 |
|---|---|---|
FIAM LLC4 years Filed as: FIAM TRUST COMPANY Service code 51 · EIN 20-2159373 | Investment Mgmt Fees | $558,203 |
Filed as: FIDELITY INVESTMENTS INST. OP CO. Service code 15 P. O. BOX 73307 · CHICAGO, IL 606737307 | Recordkeeping | $112,188 |
Filed as: CBIZ Service code 11 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Actuarial | $20,908 |
19 funds of $250K or more; 21 lines in all, holding $162M of the plan's $162M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Spartan 500 Index Pool Fidelity (FMR) · Collective trust IndexRecordkeeper's own fund | $35.9M | 22.2% |
| Spartan World Minimum Volatility Index Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $25.5M | 15.7% |
| Fidelity Long Corporate Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $22.3M | 13.7% |
| Accounts Fidelity Long Duration Fidelity (FMR) · Collective trust Recordkeeper's own fund | $18.6M | 11.5% |
| Fidelity Select International Pool Fidelity (FMR) · Collective trust Recordkeeper's own fund | $7.1M | 4.4% |
| Fidelity Emerging Markets Debt Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $6.7M | 4.1% |
| Fidelity Long US Treasury Strips Index Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.3M | 3.9% |
| Fidelity Select Emerging Markets Equity Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $6.1M | 3.8% |
| Fidelity Emerging Markets Collective Investment Trust Fund Fidelity (FMR) · Collective trust Recordkeeper's own fund | $6.1M | 3.8% |
| Fidelity Small/Mid Cap Opportunities Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $5.3M | 3.3% |
Added 4 funds, dropped 3 funds.
| Fund | Year-end value |
|---|---|
| AddedFidelity International Value Fund Management Trust Company | $3.6M |
| AddedOverseas Fund Management Trust Company | $3.5M |
| DroppedFidelity International Growth Fund | $2.8M |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Kevin Stanton Cbiz Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.