Filings through .
1 of 17 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$51K in admin expenses, $431 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 of $250K or more; 34 lines in all, holding $15.0M of the plan's $15.4M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Putnam Dynamic Asset Allocation Balanced Fund Class R6 Franklin Templeton · Mutual fund | $2.8M | 18.6% |
| Fidelity Advisor Technology Fund Class Z Fidelity (FMR) · Mutual fund | $2.0M | 13.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.0M | 13.1% |
| JP Morgan Large Cap Growth JPMorgan · Other | $1.7M | 11.3% |
| Great Gray Trust American Funds 2040 I Capital Group · Collective trust | $886K | 5.9% |
| Franklin Small Cap Value GG Trust Collective Investment Trust Fund Franklin Templeton · Collective trust | $702K | 4.7% |
| Great Gray Trust American Funds 2050 I Capital Group · Collective trust | $476K | 3.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $470K | 3.1% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $446K | 3.0% |
| Great Gray Trust American Funds 2045 I Capital Group · Collective trust | $416K | 2.8% |
| 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 |
24 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
24 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 1 by compensation.
| Provider | Compensation |
|---|---|
Filed as: FIDELITY INVEST INST OPER CO, LLC Service code 64 · EIN 04-2647786 Recordkeeping Fees | $56 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025