Filings through .
4 of 19 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Possible retail share class: $7.4M
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.
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.
$13K in admin expenses, $79 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more; 26 lines in all, holding $11.3M of the plan's $11.6M. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Manager not matched · Mutual fund Target-date, 12 vintages | $5.4M | 47.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.8M | 24.9% |
| PIMCO Stable Inc 2 PIMCO (Allianz) · Stable value Stable value | $875K | 7.7% |
| Invs Global Opp A Manager not matched · Mutual fund Possible retail class A | $506K | 4.5% |
| JPMorgan Large Cap Growth Fund Class A JPMorgan · Mutual fund Possible retail class A | $294K | 2.6% |
| EV ATL Cap Smid-CP A Manager not matched · Mutual fund Possible retail class A | $184K | 1.6% |
| FA New Insights A Manager not matched · Mutual fund Possible retail class A | $179K | 1.6% |
| MFS Intl Intr Val R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $163K | 1.4% |
| FA Freedom Retire A Manager not matched · Mutual fund Possible retail class A | $147K | 1.3% |
| Blackrock Equity Dividend A BlackRock · Mutual fund Possible retail class A | $131K | 1.2% |
| 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 |
16 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
16 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 |
|---|---|
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 Other Commissions | $20,248 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 Loan Processing | $2,469 |
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.
2 contacts
11 filings · 2015 to 2025