Filings through .
Filed February 7, 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 |
|---|---|---|
ALIGHT SOLUTIONS LLC8 years Service code 15 · EIN 82-1061233 | Recordkeeping | $604,490 |
BNY MELLON10+ years Filed as: THE BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $225,048 |
CROWE LLP7 years Service code 10 · EIN 35-0921680 | Accounting | $71,450 |
WILLIS TOWERS WATSON US LLC7 years Filed as: WILLIS TOWERS WATSON Service code 13 · EIN 53-0181291 | Contract Administrator | $27,689 |
SEYFARTH SHAW LLP1 year Service code 13 1075 PEACHTREE STREET · ATLANTA, GA 606035577 | Contract Administrator | $27,587 |
BNY MELLON10+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $25,010 |
MORNINGSTAR1 year Service code 28 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Investment Management | $25,000 |
AON CONSULTING6 years Service code 13 · EIN 36-3051915 | Contract Administrator | $24,500 |
ALIGHT SOLUTIONS LLC8 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Finders' fees / placement fees; Distr... | $12,782 |
24 funds of $250K or more; 16 lines in all, holding $2.26B of the plan's $2.13B. From the 2025 filing. Recordkeeper: Alight.
Target-date series: JPMorgan SmartRetirement, collective trust, 17% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Instl 500 Index Trust Vanguard · Collective trust Index | $499M | 22.0% |
| JPMorgan SmartRetirement JPMorgan · Collective trust Target-date, 9 vintages | $392M | 17.3% |
| Stable Value Separate Account Allspring · Stable value Stable value | $164M | 7.2% |
| T. Rowe Price Growth Stock Trust Class B T. Rowe Price · Collective trust | $157M | 6.9% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $149M | 6.6% |
| Oakmark Equity and Income Fund Advisor Class Natixis IM · Mutual fund | $137M | 6.0% |
| Vanguard Instl Total International Stock Market Index Trust Vanguard · Collective trust Index | $131M | 5.8% |
| DFA International Value Portfolio- Institutional Class Dimensional · Mutual fund | $109M | 4.8% |
| Vanguard Instl Ext Mkt Index Trust Vanguard · Collective trust Index | $103M | 4.5% |
| 1SDBEMP Empower · Other | $96.1M | 4.2% |
Added 1 fund, dropped 2 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Instl Total International Stock Market Index Trust | $131M |
| DroppedVanguard Inst Total Stock | $108M |
| Share class changeBlackrock Adv S/ C Core- K to BlackRock Advantage Small Cap Core Fund Institutional Shares | $87.4M to $90.8M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 5 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.
The auditor signed off without reservation. This is the cleanest opinion.