Filings through .
1 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$98K in admin expenses, $83 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
26 funds of $250K or more; 31 lines in all, holding $141M of the plan's $141M. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $25.6M | 18.2% |
| Great Gray CG 2055 Target Date Trust Class MS Manager not matched · Collective trust | $13.2M | 9.4% |
| Great Gray CG 2045 Target Date Trust Class MS Manager not matched · Collective trust | $12.2M | 8.6% |
| Great Gray CG 2050 Target Date Trust Class MS Manager not matched · Collective trust | $10.5M | 7.4% |
| Great Gray CG 2040 Target Date Trust Class MS Manager not matched · Collective trust | $10.2M | 7.3% |
| Great Gray CG 2060 Target Date Trust Class MS Manager not matched · Collective trust | $8.8M | 6.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $8.8M | 6.2% |
| Great Gray CG 2035 Target Date Trust Class MS Manager not matched · Collective trust | $7.8M | 5.5% |
| Columbia Dividend Income Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $6.5M | 4.6% |
| Hartford Schroders International Stock Fund Hartford Funds · Mutual fund | $5.6M | 3.9% |
Added 1 fund, likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighMID CAP Value Fund R6 Class to T. Rowe Price Mid-Cap Value Fund, Inc. T. Rowe Price Mid-Cap Value Fund-I Class | $1.2M to $1.0M |
| ReplacedHighBlackRock Emerging Markets Fund, Inc. K Shares to GQG Partners Emerging Markets Equity Fund R6 Shares | $662K to $1.1M |
| AddedParnassus Core Equity Fund Institutional Shares | $271K |
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, not money moved.
21 more lines in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. Free for 7 days, then $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.
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 | $54,579 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 Advisory (Plan) | $28,839 |
UNKNOWN1 year Service code 99 Other Fees | $14,310 |
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.
2 contacts
11 filings · 2015 to 2025