Filings through .
1 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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, $198 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
2 funds of $250K or more; 4 lines in all, holding $176M of the plan's $176M. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Assets Participant-directed investments at fair value Manager not matched · Mutual fund | $102M | 57.9% |
| Funds Manager not matched · Collective trust | $73.9M | 41.9% |
| Employer Manager not matched · Other | $169K | <0.1% |
| Contributions receivable: Employee Manager not matched · Other | $161K | <0.1% |
No lineup changes between the 2024 and 2025 filings.
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.
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 |
|---|---|
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 52-1868818 Consulting | $97,500 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 Advisory (Plan) | $63,511 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 Loan Processing | $25,023 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
Filed July 10, 2009.
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.
4 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025