Filings through .
1 of 17 flags tripped on the 2025 filing.
Failed to provide benefit
Form 5500 reported that benefits due were not provided when due.
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.
$160K in admin expenses, $86 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
23 funds of $250K or more, counting each target-date vintage; shown as 14 lines, holding $306M of the plan's $308M. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $188M | 61.5% |
| SP 500 Index PL CL C Geode Capital Management · Collective trust Index | $53.3M | 17.4% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $30.0M | 9.8% |
| SP Ext Market Index Class C Geode Capital Management · Collective trust Index | $9.3M | 3.0% |
| SP Ttl Intl Index CL C Geode Capital Management · Collective trust Index | $7.0M | 2.3% |
| Find US Bond Index Manager not matched · Mutual fund Index | $3.4M | 1.1% |
| Fidelity Total Bond K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.4M | 1.1% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $3.0M | 1.0% |
| Fidelity MIP CL 2 Fidelity (FMR) · Collective trust Recordkeeper's own fund | $2.9M | 1.0% |
| Great Gray CB Small CAP Growth Manager not matched · Collective trust | $1.9M | 0.6% |
| 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 |
4 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund, likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighFidelity 500 Index Fund to SP 500 Index PL CL C | $40.1M to $53.3M |
| AddedSP Ext Market Index Class C | $9.3M |
| ReplacedHighFidelity Total International Index Fund to SP Ttl Intl Index CL C | $5.8M to $7.0M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 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.
4 more lines and 1 more change 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 3 by compensation.
| Provider | Compensation |
|---|---|
Service code 37 · EIN 04-2647786 Loan Processing | $68,026 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 Advisory (Plan) | $51,811 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 16 · EIN 36-4001764 Consulting | $39,984 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025