Filings through .
3 of 18 flags tripped on the 2025 filing.
Failed to provide benefit
Form 5500 reported that benefits due were not provided when due.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
$191K in admin expenses, $142 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
19 funds of $250K or more, counting each target-date vintage; shown as 10 lines, holding $106M of the plan's $111M. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $81.7M | 76.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $6.0M | 5.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.3M | 4.0% |
| AF Wash Mutl Inv R6 Capital Group · Mutual fund | $4.0M | 3.7% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $2.3M | 2.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.2M | 2.1% |
| Calvert Bond Fund Class I Morgan Stanley · Mutual fund | $2.1M | 2.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.7M | 1.6% |
| Parnassus Core Equity Fund Institutional Shares Affiliated Managers Group · Mutual fund | $1.4M | 1.3% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $753K | 0.7% |
Dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedWashington Mutual Investors Fund R-6 | $4.4M |
| ReplacedHighGalliard Stable Return Fund C to AF Wash Mutl Inv R6 | $3.1M to $4.0M |
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.
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 3 by compensation.
| Provider | Compensation |
|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 Loan Processing | $109,247 |
STERLING INVESTMENT ADVISORS LTD10+ years Service code 27 · EIN 23-3034280 Advisory (Plan) | $69,181 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 Advisory (Plan) | $12,935 |
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.
2 contacts
11 filings · 2015 to 2025