Filings through .
3 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
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.
$490K in admin expenses, $43 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds hold $4.16B of the plan's $4.87B. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Growth Company Commingled Pool , /units Fidelity (FMR) · Collective trust Recordkeeper's own fund | $886M | 21.3% |
| Spartan 500 Index Fund , /units Fidelity (FMR) · Collective trust IndexRecordkeeper's own fund | $709M | 17.0% |
| State Street S&P 500 Index Fund, /units State Street (SSgA) · Collective trust Index | $624M | 15.0% |
| State Street World Developed ex-US Index, /units State Street (SSgA) · Collective trust Index | $431M | 10.3% |
| State Street U.S. Bond Index Fund, /units State Street (SSgA) · Collective trust Index | $315M | 7.6% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $298M | 7.2% |
| Invesco Developing Markets Fund Invesco · Mutual fund | $248M | 6.0% |
| Jpmcb Core Diversified Commercial Property Fund (held within custom target fund investments), /units JPMorgan · Other | $214M | 5.1% |
| Spartan Extended Market Index Fund , /units Fidelity (FMR) · Collective trust IndexRecordkeeper's own fund | $128M | 3.1% |
| MFS Heritage Trust Company Collective Investment, /units MFS (Sun Life) · Collective trust | $114M | 2.7% |
| 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 |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 2 funds, likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| AddedState Street S&P 500 Index Fund, /units | $624M |
| ReplacedHighSpartan International Index Pool , /units to State Street World Developed ex-US Index, /units | $361M to $431M |
| ReplacedHighFidelity U.S. Bond Index Fund to State Street U.S. Bond Index Fund, /units | $287M to $315M |
Stable value and insurance contract lines, renames and class changes are not counted.
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.
3 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 |
|---|---|
Service code 37 · EIN 04-2647786 Loan Processing | $311,795 |
AONHEWITT ASSOCIATES5 years Filed as: HEWITT ENNISKNUPP Service code 27 · EIN 36-3109431 Advisory (Plan) | $152,557 |
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 June 13, 1995.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
2 contacts
11 filings · 2015 to 2025