Filings through .
Filed October 3, 1997
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 |
|---|---|---|
FID INV INST OPS CO8+ years Service code 13 · EIN 04-2647786 | Contract Administrator | $105,232 |
23 funds of $250K or more; 15 lines in all, holding $192M of the plan's $197M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $159M | 82.7% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $14.8M | 7.7% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $4.6M | 2.4% |
| Columbia Contrarian Core Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $4.6M | 2.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.4M | 1.3% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.9M | 1.0% |
| Nomura Small Cap Core Fund Class R6 Macquarie / Nomura · Mutual fund | $1.3M | 0.7% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $789K | 0.4% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $700K | 0.4% |
| New York Life Guaranteed Interest Account New York Life · Insurance contract | $596K | 0.3% |
Added 2 funds.
| Fund | Year-end value |
|---|---|
| AddedFidelity 500 Index Fund | $2.4M |
| AddedFidelity Small Cap Index Fund | $497K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.