Filings through .
Filed January 28, 2017 (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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $98,122 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,790 |
28 funds of $250K or more; 21 lines in all, holding $157M of the plan's $164M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $93.2M | 59.5% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $14.1M | 9.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $7.7M | 4.9% |
| Fidelity Mip Class 1 Fidelity (FMR) · Insurance contract Recordkeeper's own fund | $5.2M | 3.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.1M | 3.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.0M | 3.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.6M | 2.9% |
| Fidelity Balanced Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $4.5M | 2.9% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $2.8M | 1.8% |
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund | $2.7M | 1.7% |
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.
The auditor signed off without reservation. This is the cleanest opinion.