Filings through .
3 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
$69K in admin expenses, $68 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
24 funds of $250K or more, counting each target-date vintage; shown as 15 lines, holding $85.2M of the plan's $86.3M. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, collective trust, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 13 vintages | $61.0M | 71.6% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $7.5M | 8.8% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $7.0M | 8.2% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $1.3M | 1.6% |
| Loomis Sayles Small Cap Growth Fund Institutional Class Natixis IM · Mutual fund | $1.3M | 1.6% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $1.2M | 1.5% |
| Morley Stable Value Fund Principal · Stable value Stable value | $1.2M | 1.4% |
| Hartford Schroders International Stock Fund Hartford Funds · Mutual fund | $1.2M | 1.4% |
| T Rowe Price Retirement Balanced Fund I T. Rowe Price · Collective trust | $729K | 0.9% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $613K | 0.7% |
| 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 |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund, likely replaced 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighFMI Large Cap Fund to Dodge & Cox Stock Fund Class X | $1.1M to $1.2M |
| AddedHartford Schroders International Stock Fund | $1.2M |
| DroppedEupac Fund | $989K |
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. They do not show money moved.
5 more lines and 1 more change 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 |
|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 Loan Processing | $68,689 |
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