Filings through .
Filed March 6, 2001 (most recent of 2 filings on file)
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.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $86,518 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $33,275 |
CORNWELL JACKSON9 years Service code 10 · EIN 27-4461251 | Accounting | $12,790 |
29 funds of $250K or more; 19 lines in all, holding $247M of the plan's $253M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $72.7M | 29.4% |
| Fidelity Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $43.6M | 17.7% |
| Fidelity Contrafund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $33.0M | 13.4% |
| Fidelity Government Money Market Fund (I) Fidelity (FMR) · Money market Recordkeeper's own fund | $17.0M | 6.9% |
| American Funds Capital Group · Mutual fund | $16.7M | 6.8% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $13.5M | 5.5% |
| Fidelity Small Cap Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $12.8M | 5.2% |
| MFS International Equity Fund Class R6 MFS (Sun Life) · Mutual fund | $9.2M | 3.7% |
| Invesco Small CAP Value Fund Class Y Invesco · Mutual fund | $5.2M | 2.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.7M | 1.5% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.