Filings through .
2 of 19 flags tripped on the 2025 filing.
Possible retail share class: $473K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$88K in admin expenses, $277 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 18 lines, holding $33.5M of the plan's $33.9M. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $18.9M | 56.4% |
| Fidelity Growth Discovery Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $4.8M | 14.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.0M | 9.0% |
| Great Gray Stable Value Fund Manager not matched · Stable value Stable value | $1.4M | 4.2% |
| of Interest, Collateral, Par or Current PIMCO Total Return PIMCO (Allianz) · Mutual fund | $749K | 2.2% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $608K | 1.8% |
| NB Genesis Manager not matched · Mutual fund | $596K | 1.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $588K | 1.8% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price · Mutual fund | $569K | 1.7% |
| Fidelity US Bond Index Adv Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $562K | 1.7% |
| 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 |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedInvs Divrs Divd R5 | $426K |
| AddedJPMorgan U.S. Value Fund Class R6 | $269K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
8 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 4 by compensation.
| Provider | Compensation |
|---|---|
EISNERAMPER LLP6 years Service code 10 · EIN 87-1363769 Accounting | $44,938 |
Filed as: FIDUCIARY PLAN PARTNERS Service code 27 · EIN 81-2872393 Advisory (Plan) | $24,951 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 Loan Processing | $9,681 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 Advisory (Plan) | $8,519 |
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.
3 contacts
11 filings · 2015 to 2025