Filings through .
3 of 19 flags tripped on the 2025 filing.
Possible retail share class: $2.0M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
$938 in admin expenses, $5 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 20 lines in all, holding $6.3M of the plan's $6.4M. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $3.6M | 57.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $637K | 10.1% |
| Fidelity Advisor Advisor Large Cap Stock A Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $579K | 9.2% |
| Invesco Diversified Dividend Fund Class A Invesco · Mutual fund Possible retail class A | $369K | 5.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $250K | 4.0% |
| MES Mid Cap Value Fund Class R3 Manager not matched · Mutual fund | $175K | 2.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $118K | 1.9% |
| Fidelity Total Bond Fund Fidelity Advisor Total Bond Fund: Class A Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $82K | 1.3% |
| JPMorgan Small Cap Value Fund Class A JPMorgan · Mutual fund | $66K | 1.1% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $63K | 1.0% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
10 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 |
|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 Loan Processing | $938 |
LPL FINANCIAL1 year Service code 55 · EIN 04-3523567 Other Commissions | $0 |
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.
3 contacts
11 filings · 2015 to 2025