Filings through .
Filed December 20, 1994
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 |
|---|---|---|
Filed as: FIDELITY INVESTMENT INST. OP. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $40,620 |
Filed as: TPG FINANCIAL ADVISORS LLC Service code 27 · EIN 20-5282002 | Advisory (Plan) | $24,182 |
STRATEGIC ADVISORS, INC.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,365 |
17 funds of $250K or more; 9 lines in all, holding $92.8M of the plan's $128M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: SSgA Target Retirement, collective trust, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement Manager not matched · Collective trust Target-date, 9 vintages | $42.0M | 45.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $19.4M | 20.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $17.1M | 18.4% |
| Victory S Est Val R6 Victory Capital · Mutual fund | $5.4M | 5.8% |
| Mip CL 1 Manager not matched · Collective trust | $2.9M | 3.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.7M | 2.9% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $1.5M | 1.6% |
| UM Behavioral Val R6 Manager not matched · Mutual fund | $1.1M | 1.1% |
| SS Target Retire VI Manager not matched · Collective trust | $622K | 0.7% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedSS Target Retire VI | $622K |
| DroppedUnknown target date (CIT) | $554K |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.