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. Free for 7 days, then $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. Free for 7 days, then $49 a month.
$68K in admin expenses, $33 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
34 funds of $250K or more, counting each target-date vintage; shown as 27 lines, holding $260M of the plan's $262M. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $140M | 53.8% |
| Spartan 500 Index Pool Fidelity (FMR) · Collective trust IndexRecordkeeper's own fund | $45.9M | 17.7% |
| Fidelity Contra Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $23.5M | 9.0% |
| Spartan International Index Pool Fidelity (FMR) · Collective trust IndexRecordkeeper's own fund | $6.4M | 2.5% |
| Spartan Mid Cap Index Pool Fidelity (FMR) · Collective trust IndexRecordkeeper's own fund | $5.6M | 2.2% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $5.6M | 2.1% |
| Spartan Small Cap Index Pool Fidelity (FMR) · Collective trust IndexRecordkeeper's own fund | $3.8M | 1.5% |
| American Funds Washington Mutual Capital Group · Mutual fund | $3.7M | 1.4% |
| Fidelity Balanced Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.2M | 1.2% |
| JPMorgan Mid Cap Growth Fund JPMorgan · Mutual fund | $2.9M | 1.1% |
| 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 |
17 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Likely replaced 2 funds. Moved 3 funds from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustFidelity 500 Index Fund to Spartan 500 Index Pool | $39.0M to $45.9M |
| Mutual fund to collective trustFidelity International Index Fund to Spartan International Index Pool | $5.0M to $6.4M |
| ReplacedHighVanguard Mid-Cap Index Fund to Spartan Mid Cap Index Pool | $5.6M to $5.6M |
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.
17 more lines and 2 more changes in this lineup are on Pro. 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 |
|---|---|
VITA PLANNING GROUP LLC3 years Service code 16 · EIN 85-4118778 Consulting | $62,119 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 Advisory (Plan) | $34,325 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 Loan Processing | -$28,499 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025