This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
2 funds hold $17.5M of the plan's $22.0M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
In collective trusts86%median 0% for plans of $5M to $50M (34,889 plans)
In index funds0%median 21% for plans of $5M to $50M (34,889 plans)
In the main target-date series0%median 35% for plans of $5M to $50M (34,889 plans)
Employer stockNo
Fund
Manager
Vehicle
Dollars
% of funds%
Common Collective Trusts
Manager not matched · Collective trust
Not yet matched
Collective trust
$15.1M
86.2%
Mutual
Manager not matched · Mutual fund
Not yet matched
Mutual fund
$2.4M
13.8%
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan features & details
Pension benefit codes2E2F2G2J2K2S2T3D
Plan features
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
Opportunity flags
1 tripped
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Expense breakdown
Schedule H Part II
Admin total
$69K
$583 / participant
Recordkeeping$19K28.1%
Investment mgmt$49K71.9%
% of EOY assets
0.312%
all-in expense ratio
Categories reported
2 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Unqualified opinion
The auditor signed off without reservation. This is the cleanest opinion.