Filings through .
Filed January 8, 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 |
|---|---|---|
JULY BUSINESS SERVICES3 years Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $26,494 |
WELLS FARGO BANK, N.A.11+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 17 5613 DTC PARKWAY · GREENWOOD VILLAGE, CO 80111 | Pension Consulting | $20,000 |
17 funds of $250K or more; 14 lines in all, holding $29.1M of the plan's $29.3M. From the 2024 filing. Recordkeeper: July Business Services.
Target-date series: T. Rowe Price Retirement, mutual fund, 30% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $8.6M | 29.5% |
| American Funds Wash Mutual R6 Capital Group · Mutual fund | $4.3M | 14.7% |
| American Funds Growth Fnd R6 Capital Group · Mutual fund | $3.6M | 12.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.5M | 11.9% |
| Smallcap World Fund INC Class R-6 Capital Group · Mutual fund | $2.0M | 6.9% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $1.9M | 6.4% |
| NEW Economy Fund Class R-6 Capital Group · Mutual fund | $1.8M | 6.3% |
| Int. Bond Fund of America R6 Manager not matched · Mutual fund | $1.1M | 3.8% |
| Calvert Equity Fund Class R6 Morgan Stanley · Mutual fund | $872K | 3.0% |
| Income Fund OF America Class R-6 Capital Group · Mutual fund | $782K | 2.7% |
Covers 61,314 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.