Filings through .
Filed August 6, 2001
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 |
|---|---|---|
MILLIMAN, INC.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $209,589 |
COOK STREET CONSULTING9 years Service code 27 · EIN 84-0854432 | Advisory (Plan) | $34,250 |
PRAIRIE CAPITAL ADVISORS9 years Service code 34 · EIN 36-4072641 | Direct payment from the plan; Valuati... | $29,469 |
PLANTE & MORAN, PLLC6 years Filed as: PLANTE & MORAN, PPL Service code 10 · EIN 38-1357951 | Accounting | $25,000 |
Filed as: MORGAN STANLEY Service code 27 · EIN 84-0854432 | Advisory (Plan) | $11,759 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWABTRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
28 funds of $250K or more; 19 lines in all, holding $128M of the plan's $208M. From the 2025 filing. Recordkeeper: Milliman.
Target-date series: Vanguard Target Retirement, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $50.6M | 39.6% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $26.0M | 20.3% |
| Vanguard Extended Market Index Fund Investor Shares Vanguard · Mutual fund Index | $7.6M | 6.0% |
| Pioneer Fundamental Growth Fund Victory Capital · Mutual fund | $6.7M | 5.3% |
| Vanguard Participant-directed investments - Treasury money market fund Vanguard · Money market | $4.8M | 3.8% |
| Vanguard Windsor Fund Investor Shares Vanguard · Mutual fund | $4.3M | 3.4% |
| Vanguard Explorer Fund Investor Shares Vanguard · Mutual fund | $4.1M | 3.2% |
| Eupac Fund Capital Group · Mutual fund | $4.0M | 3.1% |
| Dodge & Cox Balanced Fund Dodge & Cox · Mutual fund | $3.6M | 2.8% |
| JPMorgan Core Bond Fund JPMorgan · Mutual fund | $3.0M | 2.3% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.