Filings through .
Filed February 21, 2006 (most recent of 3 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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $242,882 |
Service code 27 · EIN 33-0905143 | Advisory (Plan) | $69,951 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,807 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $15,500 |
20 funds of $250K or more; 14 lines in all, holding $64.7M of the plan's $66.4M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: BlackRock LifePath Index, mutual fund, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $30.6M | 47.3% |
| Wells Fargo Stable Value Allspring · Stable value Stable value | $13.0M | 20.0% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $6.8M | 10.6% |
| Large Cap Growth Manager not matched · Other | $5.0M | 7.7% |
| Large Cap Value Fund Manager not matched · Mutual fund | $2.0M | 3.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.8M | 2.8% |
| Great Gray LA Core Bond Fund Manager not matched · Mutual fund | $1.1M | 1.8% |
| International Equity Fund Manager not matched · Collective trust | $1.0M | 1.6% |
| Victory Small Cap Growth Victory Capital · Mutual fund | $973K | 1.5% |
| Fidelity Short-Term Investment Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $855K | 1.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.