Filings through .
Filed May 20, 2004
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Float re... | $146,984 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $68,867 |
NATIONAL FINANCIAL SERVICES9 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
15 funds of $250K or more; 16 lines in all, holding $38.1M of the plan's $39.1M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: MFS Lifetime, mutual fund, 82% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MFS Lifetime MFS (Sun Life) · Mutual fund Target-date, 9 vintages | $31.2M | 81.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.7M | 4.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.2M | 3.0% |
| Trust Co Nuveen Nuveen Core Bond R6 TIAA (Nuveen) · Collective trust | $1.0M | 2.7% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $778K | 2.0% |
| Standard Stable Asset Fund II Manager not matched · Stable value Stable value | $557K | 1.5% |
| New Perspective Fund Capital Group · Mutual fund | $473K | 1.2% |
| PIMCO RAE US Small Fund Institutional Class PIMCO (Allianz) · Mutual fund | $213K | 0.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $209K | 0.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $186K | 0.5% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.