Filings through .
1 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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 7 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
6 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$25K in admin expenses, $91 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
14 funds of $250K or more; 19 lines in all, holding $19.6M of the plan's $22.2M. Recordkeeper: Fidelity (FMR).
Target-date series: BlackRock LifePath Index, collective trust, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Collective trust Target-date, 8 vintages | $10.2M | 52.0% |
| Putnam Large Cap Val Trust I Franklin Templeton · Collective trust | $2.2M | 11.3% |
| Fidelity Blue Chip Growth Commingled Pool C Fidelity (FMR) · Collective trust Recordkeeper's own fund | $1.5M | 7.9% |
| BlackRock LifePath BlackRock · Collective trust Target-date, 1 vintage | $1.3M | 6.9% |
| Invesco Stable Value Trust A1 Invesco · Stable value Stable value | $978K | 5.0% |
| BlackRock Equity Index Fund GG BlackRock · Collective trust Index | $907K | 4.6% |
| State Street U.S. Bond Index Securities Lending Series Fund Class XIV State Street (SSgA) · Collective trust Index | $750K | 3.8% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $320K | 1.6% |
| Bond Fund OF America Class R-6 Capital Group · Mutual fund | $289K | 1.5% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $213K | 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedPutnam Large Cap Val Trust I | $2.2M |
| DroppedJPMorgan Equity Income Fund Class R6 | $1.9M |
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 37 · EIN 04-2647786 Loan Processing | $17,461 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 Advisory (Plan) | $5,312 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
4 contacts
Phone and email for the actuary are on Pro.
7 filings · 2019 to 2025