Filings through .
Filed August 1, 1994
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.
See peer percentile detail with Pro.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $111,932 |
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Direct payment from the plan; Sales l... | $78,195 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Filed as: WEALTH MANAGEMENT SYSTEMS IN Service code 49 | Other Services | $0 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
22 funds of $250K or more; 18 lines in all, holding $97.1M of the plan's $100M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 30% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $29.1M | 30.0% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $20.3M | 20.9% |
| Transamerica Guaranteed Investment Option Transamerica (Aegon) · Insurance contract | $17.6M | 18.1% |
| T. Rowe Price Capital Appreciation Fund T. Rowe Price · Mutual fund | $7.6M | 7.8% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $5.8M | 6.0% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $5.8M | 6.0% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $3.0M | 3.1% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $2.5M | 2.6% |
| Putnam Large Cap Value Fund Class Y Shares Franklin Templeton · Mutual fund | $2.4M | 2.5% |
| U.S. Small Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $944K | 1.0% |
Added 1 fund, dropped 2 funds, likely replaced 4 funds. Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedGalliard | $18.2M |
| ReplacedHighFidelity 500 Index Fund to Vanguard Institutional Index Fund Institutional Shares | $3.0M to $5.8M |
| DroppedJPMorgan U.S. Equity Fund Class R6 | $3.6M |
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 71,097 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.