Filings through .
2 of 18 flags tripped on the 2025 filing.
Failed to provide benefit
Form 5500 reported that benefits due were not provided when due.
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.
$9K in admin expenses, $58 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
18 funds of $250K or more, counting each target-date vintage; shown as 16 lines, holding $16.3M of the plan's $16.6M. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $4.0M | 24.6% |
| Putnam Large Cap Growth Fund Class R6 Franklin Templeton · Mutual fund | $2.3M | 14.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.9M | 11.8% |
| Invesco Main Street Fund Class Y Invesco · Mutual fund | $1.2M | 7.6% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $1.2M | 7.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.1M | 6.6% |
| Fidelity Diversified International Fund Class Z Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $712K | 4.4% |
| Fidelity Strategic Income I Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $699K | 4.3% |
| Goldman Sachs Mid Cap Growth Fund Investor Shares Goldman Sachs · Mutual fund | $653K | 4.0% |
| Fidelity Equity Dividend Income Fund Fidelity Advisor Equity Dividend Income Fund: Class Z Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $598K | 3.7% |
| 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
6 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 1 by compensation.
| Provider | Compensation |
|---|---|
Service code 37 · EIN 04-2647786 Loan Processing | $9,061 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
Filed April 17, 2006 (most recent of 3 filings on file).
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.
2 contacts
11 filings · 2015 to 2025