Filings through .
Filed August 8, 2013
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 |
|---|---|---|
KESTRA FINANCIAL7 years Filed as: KESTRA INVESTMENT SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $30,458 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $28,717 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,234 |
15 funds of $250K or more; 26 lines in all, holding $21.9M of the plan's $23.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Registered Fidelity Flexpath Mod Ret R1 Fidelity (FMR) · Mutual fund Possible retail class R1Recordkeeper's own fund | $4.7M | 21.3% |
| Registered Fidelity Flexpath Mod 2035 R1 Fidelity (FMR) · Mutual fund Possible retail class R1Recordkeeper's own fund | $4.0M | 18.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.6M | 16.4% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.6M | 7.5% |
| Registered Fidelity Flexpath Mod 2045 R1 Fidelity (FMR) · Mutual fund Possible retail class R1Recordkeeper's own fund | $1.5M | 7.0% |
| Registered Fidelity Flexpath Mod 2055 R1 Fidelity (FMR) · Mutual fund Possible retail class R1Recordkeeper's own fund | $796K | 3.6% |
| Registered Fidelity BR US Debt Index Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $629K | 2.9% |
| Registered Fidelity Small Cap GR II R1 Fidelity (FMR) · Mutual fund Possible retail class R1Recordkeeper's own fund | $621K | 2.8% |
| Vang Smcpvl Index Adm Vanguard · Mutual fund Index | $602K | 2.7% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $599K | 2.7% |
No lineup changes between the 2024 and 2025 filings.
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.