Filings through .
Filed February 11, 2011 (most recent of 4 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.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $283,819 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $62,819 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Service code 16 · EIN 33-0818667 | Consulting | $28,000 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 16 · EIN 33-0905143 | Consulting | $20,667 |
FORVIS MAZARS, LLP2+ years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $15,750 |
29 funds of $250K or more; 19 lines in all, holding $221M of the plan's $228M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $141M | 63.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $24.6M | 11.1% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price Growth Stock Fund-I Class T. Rowe Price · Mutual fund | $10.4M | 4.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $7.8M | 3.5% |
| Baird Core Plus Inst Baird · Mutual fund | $5.7M | 2.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.0M | 1.8% |
| WT Trp Stable Val S T. Rowe Price · Stable value Stable value | $3.9M | 1.8% |
| International Small Company Portfolio - Institutional Class Dimensional · Mutual fund | $3.2M | 1.5% |
| Dodge & Cox Stock Fund Class I Dodge & Cox · Mutual fund | $3.1M | 1.4% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $2.7M | 1.2% |
No lineup changes between the 2024 and 2025 filings.
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.
The auditor signed off without reservation. This is the cleanest opinion.