Filings through .
3 of 17 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$40K in admin expenses, $175 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
7 funds of $250K or more; 19 lines in all, holding $6.2M of the plan's $8.6M. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.9M | 31.4% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $904K | 14.6% |
| Blkrk LP IDX 2030 K Manager not matched · Other Index | $689K | 11.1% |
| Blkrk LP IDX 2040 K Manager not matched · Other Index | $587K | 9.5% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $476K | 7.7% |
| Blkrk LP IDX 2035 K Manager not matched · Other Index | $359K | 5.8% |
| GG Metlife Stab Val MetLife · Collective trust | $333K | 5.4% |
| Blkrk LP IDX Rtmt K Manager not matched · Other Index | $188K | 3.0% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $183K | 3.0% |
| FID Real Estate IDX Fidelity (FMR) · Other IndexRecordkeeper's own fund | $150K | 2.4% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedDodge & Cox Stock Fund Class X | $476K |
| DroppedMGL Value R6 | $443K |
| AddedGG Metlife Stab Val | $333K |
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.
9 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 2 by compensation.
| Provider | Compensation |
|---|---|
Service code 27 · EIN 91-2096181 Advisory (Plan) | $21,872 |
Service code 37 · EIN 04-2647786 Loan Processing | $17,712 |
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