Filings through .
Filed January 22, 2009 (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 | $6,631 |
19 funds of $250K or more; 14 lines in all, holding $47.4M of the plan's $47.9M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $35.0M | 73.7% |
| Fidelity Blue Chip Gr Fidelity (FMR) · Other Recordkeeper's own fund | $6.0M | 12.6% |
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund Index | $2.4M | 5.0% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $745K | 1.6% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $682K | 1.4% |
| Capital Income Builder Class R-5 Capital Group · Mutual fund | $615K | 1.3% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $432K | 0.9% |
| T. Rowe Price Value Fund, Inc. T. Rowe Price · Mutual fund | $348K | 0.7% |
| Virtus NFJ Mid-Cap Value Virtus · Other | $314K | 0.7% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $287K | 0.6% |
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.
The auditor signed off without reservation. This is the cleanest opinion.