Filings through .
Filed July 26, 2006
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 |
|---|---|---|
REGENCY INVESTMENT ADVISORS3 years Service code 26 · EIN 77-0344391 | Advisory (Participants) | $14,881 |
NAVIA BENEFIT SOLUTIONS1 year Filed as: NAVIA BENEFIT SOLUTIONS, INC. Service code 14 735 W. ALLUVIAL AVE · FRESNO, CA 93711 | Plan Administrator | $5,740 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,250 |
3 funds of $250K or more; 24 lines in all, holding $2.4M of the plan's $2.5M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| State Street Target Retirement 20601 State Street (SSgA) · Mutual fund | $409K | 16.8% |
| State Street Target Retirement 20501 State Street (SSgA) · Mutual fund | $297K | 12.2% |
| State Street Target Retirement 20351 State Street (SSgA) · Mutual fund | $257K | 10.6% |
| State Street Target Retirement 20451 State Street (SSgA) · Mutual fund | $233K | 9.6% |
| State Street Target Retirement 20551 State Street (SSgA) · Mutual fund | $196K | 8.0% |
| State Street Target Retirement 20251 State Street (SSgA) · Mutual fund | $189K | 7.8% |
| State Street Target Retirement 20401 State Street (SSgA) · Mutual fund | $188K | 7.7% |
| State Street Target Retirement 20301 State Street (SSgA) · Mutual fund | $155K | 6.4% |
| State Street Target Retirement 20651 State Street (SSgA) · Mutual fund | $97K | 4.0% |
| Vanguard Growth Index2 Vanguard · Mutual fund | $90K | 3.7% |
Added 3 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedState Street Target Retirement 2060 Fund | $1.6M |
| AddedState Street Target Retirement 20601 | $409K |
| AddedState Street Target Retirement 20501 | $297K |
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.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.