Filings through .
Filed November 3, 1994
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 |
|---|---|---|
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $47,470 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,484 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
5 funds of $250K or more; 6 lines in all, holding $28.1M of the plan's $26.3M. From the 2024 filing. Recordkeeper: Milliman.
| Fund | Dollars | % of funds% |
|---|---|---|
| Beginning of year Manager not matched · Other | $22.8M | 81.2% |
| Investment income Net appreciation in fair value of investments Manager not matched · Other | $1.9M | 6.7% |
| Interest and dividends Manager not matched · Other | $1.7M | 6.0% |
| Contributions Participants’ Manager not matched · Other | $1.3M | 4.5% |
| Employer’s Manager not matched · Other | $359K | 1.3% |
| Rollover’s Manager not matched · Other | $102K | 0.4% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.