Filings through .
Filed January 4, 2005
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,825 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,369 |
29 funds of $250K or more; 39 lines in all, holding $53.2M of the plan's $61.9M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| FID Blue Chip GR K Fidelity (FMR) · Other Recordkeeper's own fund | $8.2M | 15.4% |
| FID LOW Priced STK K Fidelity (FMR) · Other Recordkeeper's own fund | $4.1M | 7.8% |
| FID FDM IDX 2045 IPR Fidelity (FMR) · Other IndexRecordkeeper's own fund | $3.6M | 6.8% |
| FID FDM IDX 2040 IPR Fidelity (FMR) · Other IndexRecordkeeper's own fund | $3.6M | 6.7% |
| FID FDM IDX 2035 IPR Fidelity (FMR) · Other IndexRecordkeeper's own fund | $3.4M | 6.4% |
| FID FDM IDX 2050 IPR Fidelity (FMR) · Other IndexRecordkeeper's own fund | $3.2M | 6.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.4M | 4.6% |
| FID FDM IDX 2030 IPR Fidelity (FMR) · Other IndexRecordkeeper's own fund | $2.2M | 4.2% |
| FID FDM IDX 2055 IPR Fidelity (FMR) · Other IndexRecordkeeper's own fund | $2.0M | 3.8% |
| FID FDM IDX 2025 IPR Fidelity (FMR) · Other IndexRecordkeeper's own fund | $1.9M | 3.6% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.