Filings through .
1 of 18 flags tripped on the 2025 filing.
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.
$89K in admin expenses, $172 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
29 funds of $250K or more, counting each target-date vintage; shown as 19 lines, holding $90.1M of the plan's $121M. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $40.6M | 45.0% |
| ae Fidelity Contrafund K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $14.2M | 15.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $7.3M | 8.1% |
| ne Fidelity Retirement Government Money Market Fidelity (FMR) · Money market Recordkeeper's own fund | $4.8M | 5.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.5M | 3.9% |
| PIMCO Total Rt Inst PIMCO (Allianz) · Mutual fund | $2.9M | 3.2% |
| Fidelity Puritan Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.5M | 2.7% |
| MFS MA Inv Growth Stock R6 MFS (Sun Life) · Mutual fund | $2.4M | 2.7% |
| Eaton Vance Large-Cap Value Fund Morgan Stanley · Mutual fund | $1.9M | 2.1% |
| a Fidelity Managed Income Portfolio Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $1.9M | 2.1% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 3 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeFidelity Freedom 2030 Fund Class K6 to Fidelity Freedom 2035 Fund | $31.8M to $40.6M |
| DroppedFidelity Growth Company Fund Class K | $23.8M |
| Addedse Fidelity Extd Market Index | $988K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 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.
9 more lines and 3 more changes 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 2 by compensation.
| Provider | Compensation |
|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 Loan Processing | $47,558 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 Advisory (Plan) | $28,188 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025