Filings through .
Filed October 11, 2018
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 | $92,019 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $59,557 |
WEAVER LLP1 year Filed as: WEAVER Service code 10 · EIN 75-0786316 | Accounting | $24,150 |
37 funds of $250K or more; 32 lines in all, holding $163M of the plan's $172M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $76.0M | 46.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $16.5M | 10.1% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $12.9M | 7.9% |
| value Cost value I Manager not matched · Other | $9.2M | 5.6% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.7M | 3.5% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.5M | 2.7% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $3.9M | 2.4% |
| T. Rowe Price U.S. Equity Research Fund-I Class T. Rowe Price · Mutual fund | $3.5M | 2.2% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.9M | 1.8% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.6M | 1.6% |
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.