Filings through .
Filed February 2, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
1 fund of $250K or more; 14 lines in all, holding $871K of the plan's $864K. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 10% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Growth Opportunities Z Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $381K | 43.7% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $150K | 17.2% |
| Fidelity Advisor Stable Value Portfolio Class I Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $104K | 11.9% |
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 6 vintagesRecordkeeper's own fund | $83K | 9.5% |
| Fidelity Strategic Income I Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $38K | 4.4% |
| Fidelity Worldwide Fund Fidelity Advisor Worldwide Fund: Class Z Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $22K | 2.5% |
| Pgim Jennison MID-CAP Growth Fund Class Z Prudential (PGIM) · Mutual fund | $20K | 2.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $16K | 1.9% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $13K | 1.5% |
| American Beacon Small Cap Growth Portfolio Fund Class Z American Beacon (Resolute) · Mutual fund | $12K | 1.3% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.