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 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.
$186K in admin expenses, $248 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 21 lines, holding $44.4M of the plan's $45.2M. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $25.1M | 56.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.0M | 9.0% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.3M | 7.5% |
| Galliard Stable Return Fund Allspring · Collective trust | $2.7M | 6.1% |
| Victory Sycamore Established Value Fund Victory Capital · Mutual fund | $1.7M | 3.9% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $1.1M | 2.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 2.5% |
| Vanguard Windsor II Fund Vanguard · Mutual fund | $980K | 2.2% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund | $764K | 1.7% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $726K | 1.6% |
| 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 |
11 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund, likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedT. Rowe Price | $962K |
| ReplacedHighWestern Asset Core Bond Fund to Dodge & Cox Income Fund | $556K to $726K |
| AddedGreat Gray Geneva Small Cap Growth Fund | $682K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
11 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 4 by compensation.
| Provider | Compensation |
|---|---|
FRANCIS LLC2 years Service code 16 · EIN 90-0142264 Consulting | $97,050 |
Service code 37 · EIN 04-2647786 Loan Processing | $71,619 |
VRAKAS S.C.2 years Service code 10 · EIN 39-1453055 Accounting | $15,400 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 Advisory (Plan) | $11,878 |
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