Filings through .
Filed March 18, 2024 (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 |
|---|---|---|
PALISADE INVESTMENTS LLC4 years Service code 27 · EIN 45-3594879 | Advisory (Plan) | $15,000 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,459 |
3 funds of $250K or more; 9 lines in all, holding $13.4M of the plan's $13.4M. From the 2024 filing. Recordkeeper: Vanguard.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Vanguard · Mutual fund Recordkeeper's own fund | $10.7M | 79.9% |
| T. Rowe Price T. Rowe Price · Mutual fund | $1.1M | 8.1% |
| MetLife MetLife · Other | $997K | 7.5% |
| JP Morgan JPMorgan · Other | $208K | 1.6% |
| DWS DWS · Other | $146K | 1.1% |
| Principal Principal · Mutual fund | $95K | 0.7% |
| PIMCO PIMCO (Allianz) · Mutual fund | $71K | 0.5% |
| Dodge & Cox Dodge & Cox · Mutual fund | $66K | 0.5% |
| Attachment to 2024 Form Manager not matched · Other | $22K | 0.2% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.