Filings through .
No flags tripped on the 2025 filing.
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 5 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
4 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$104K in admin expenses, $72 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 15 lines, holding $144M of the plan's $146M. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, collective trust, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 11 vintages | $67.7M | 46.9% |
| Fidelity Contrafund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $25.6M | 17.7% |
| Ssga S&P 500 Index Fund State Street (SSgA) · Collective trust Index | $20.7M | 14.4% |
| Jennison Small-Mid Cap Equity Fund Prudential (PGIM) · Collective trust | $9.0M | 6.2% |
| T. Rowe Price Stable Value Common Trust Fund T. Rowe Price · Stable value Stable value | $6.3M | 4.4% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $3.5M | 2.4% |
| State Street Global All Cap Equity Ex-US Fund State Street (SSgA) · Collective trust | $2.7M | 1.9% |
| Fidelity Diversified International Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.6M | 1.8% |
| State Street U.S. Bond Index Fund State Street (SSgA) · Collective trust Index | $1.8M | 1.2% |
| BlackRock Total Return Fund BlackRock · Collective trust | $1.7M | 1.2% |
| 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 |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 6 funds, dropped 8 funds, likely replaced 5 funds. Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustVanguard Institutional Target Retirement 2035 Fund Institutional Shares to Vanguard Target Retirement 2035 Trust | $54.8M to $67.7M |
| ReplacedHighNyli Winslow Large Cap Growth Fund Class I to Fidelity Contrafund Class K | $23.9M to $25.6M |
| ReplacedHighVanguard Institutional Index Fund Institutional Shares to Ssga S&P 500 Index Fund | $19.7M to $20.7M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
5 more lines and 17 more changes 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 |
|---|---|
Service code 37 · EIN 04-2647786 Loan Processing | $713 |
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
5 filings · 2021 to 2025