Filings through .
Filed March 24, 2009
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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET · WHARF BALTIMORE, MD 21231 | Advisory (Plan) | $182,145 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $22,178 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN Service code 13 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Contract Administrator | $18,895 |
25 funds of $250K or more; 30 lines in all, holding $59.3M of the plan's $59.6M. From the 2024 filing. Recordkeeper: Ascensus.
Target-date series: Vanguard Target Retirement, mutual fund, 8% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $13.3M | 22.4% |
| ClearBridge Large Cap Growth Fund Franklin Templeton · Mutual fund | $8.5M | 14.3% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $4.6M | 7.8% |
| Short Duration Strategic Income Fund American Century · Mutual fund | $4.3M | 7.2% |
| New Perspective Fund Capital Group · Mutual fund | $3.6M | 6.1% |
| Dodge & Cox Balanced Fund Dodge & Cox · Mutual fund | $3.4M | 5.7% |
| Columbia Select Large Cap Value Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $3.3M | 5.6% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $3.0M | 5.1% |
| U.S. Targeted Value Portfolio Dimensional · Mutual fund | $2.8M | 4.7% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund | $2.4M | 4.1% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.