Filings through .
3 of 19 flags tripped on the 2025 filing.
Failed to provide benefit
Form 5500 reported that benefits due were not provided when due.
Possible retail share class: $23.2M
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.
$143K in admin expenses, $172 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
19 funds of $250K or more, counting each target-date vintage; shown as 16 lines, holding $24.8M of the plan's $25.6M. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $15.5M | 62.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $1.8M | 7.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund Possible retail class A | $1.6M | 6.5% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $1.5M | 5.9% |
| Columbian Dividend Income Fund I3 Mutual fund Manager not matched · Mutual fund Possible retail class A | $1.2M | 5.0% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund Possible retail class A | $803K | 3.2% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund Possible retail class A | $556K | 2.2% |
| T. Rowe Price Diversified Mid Cap GR 1 T. Rowe Price · Mutual fund Possible retail class A | $548K | 2.2% |
| Fidelity Advisor Focused Emerging Markets Fund Class Z Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $361K | 1.5% |
| Victory Sycamore Established Value Fund Class R6 Victory Capital · Mutual fund Possible retail class A | $327K | 1.3% |
| 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighT. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class to JPMorgan Large Cap Growth Fund Class R6 | $1.4M to $1.6M |
| ReplacedHighBlackrock Mid Cap Growth Equity Portfolio to T. Rowe Price Diversified Mid Cap GR 1 | $544K to $548K |
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.
6 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 3 by compensation.
| Provider | Compensation |
|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 Loan Processing | $71,892 |
UBS FINANCIAL SERVICES INC9 years Service code 27 · EIN 13-2638166 Advisory (Plan) | $60,332 |
SALMIN, ET AL6 years Service code 10 · EIN 16-1451346 Accounting | $11,150 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
Filed December 30, 2004.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
11 filings · 2015 to 2025