Filings through .
Filed November 8, 2011 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $366,986 |
Filed as: HIGHLAND CAPITAL ADVISORS Service code 27 · EIN 20-4284376 | Advisory (Plan) | $56,006 |
CLARK NUBER8 years Service code 10 · EIN 91-1194016 | Accounting | $26,000 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
25 funds of $250K or more; 22 lines in all, holding $124M of the plan's $128M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 6 vintagesRecordkeeper's own fund | $43.5M | 35.0% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $15.2M | 12.2% |
| Fidelity Fdm Index 2030 Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $14.0M | 11.3% |
| Fidelity Fdm Index 2035 Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $13.0M | 10.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $10.8M | 8.7% |
| T. Rowe Price Stable Value Common Trust Fund T. Rowe Price · Stable value Stable value | $4.9M | 3.9% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.7M | 3.8% |
| FID FDM Index 2020 Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.4M | 3.5% |
| Vanguard Balanced Index Fund Vanguard · Mutual fund Index | $3.2M | 2.6% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.0M | 1.6% |
Covers 60,908 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.