Filings through .
2 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$1.9M in admin expenses, $107 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
35 funds of $250K or more; 91 lines in all, holding $2.47B of the plan's $2.59B. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $1.72B | 69.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $201M | 8.1% |
| Fidelity Growth Company Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $125M | 5.0% |
| Fidelity Total Bond K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $50.9M | 2.1% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $38.9M | 1.6% |
| Government Portfolio Institutional Class Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $38.7M | 1.6% |
| Spartan International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $38.7M | 1.6% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $36.6M | 1.5% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $33.4M | 1.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $21.5M | 0.9% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
81 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 2 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeT. Rowe Price Retirement I 2030 Fund-I Class to T. Rowe Price Retirement I 2035 Fund-I Class | $1.48B to $1.72B |
| DroppedTotal Global Stock Account | $18.0M |
| DroppedAF Europac Growth R | $7.9M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 stable value or insurance lines, 5 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
81 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 6 by compensation.
| Provider | Compensation |
|---|---|
FID INV INST OPS CO11+ years Service code 15 · EIN 04-2647786 Recordkeeping | $1,263,016 |
STRATEGIC ADVISORS, INC.10+ years Filed as: STRATEGIC ADVISERS Service code 27 · EIN 04-2654524 Advisory (Plan) | $452,028 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 Advisory (Plan) | $93,381 |
MCSOLEY MCCOY & CO9 years Service code 10 · EIN 03-0032737 Accounting | $35,000 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE Service code 22 · EIN 74-1625348 Insurance Broker | $24,524 |
FID INV INST OPS CO4 years Filed as: FID INV INSTL OPS CO Service code 60 Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
Filed December 9, 2015 (most recent of 4 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025