Filings through .
No flags tripped on the 2025 filing.
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.
$60K in admin expenses, $54 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
25 funds of $250K or more, counting each target-date vintage; shown as 15 lines, holding $98.8M of the plan's $100M. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $46.1M | 46.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $18.1M | 18.3% |
| Collective Trust Fund The Bank of New York Mellon Mellon Stable Fund Class J BNY · Collective trust | $6.8M | 6.9% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.0M | 5.0% |
| Nyli Winslow Large Cap Growth Class N/R TIAA (Nuveen) · Other | $4.8M | 4.9% |
| Retirement Fund Class R-4 Baird Asset Management Baird Core Plus Bond Fund Baird · Mutual fund | $3.8M | 3.8% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $3.1M | 3.1% |
| American American Fund RET R4 Capital Group · Mutual fund | $2.5M | 2.5% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.5M | 2.5% |
| T. Rowe Price Mid-Cap Value Fund, Inc. T. Rowe Price Mid-Cap Value Fund-I Class T. Rowe Price · Mutual fund | $2.1M | 2.1% |
| 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 |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 3 funds.
| Fund | Year-end value |
|---|---|
| DroppedT. Rowe Price Growth Stock Fund, Inc. | $5.9M |
| AddedRetirement Fund Class R-4 Baird Asset Management Baird Core Plus Bond Fund | $3.8M |
| DroppedRetirement Fund Class R-4 Metropolitan West Funds | $3.6M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
5 more lines and 1 more change 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 4 by compensation.
| Provider | Compensation |
|---|---|
HIGHLAND CONSULTING ASSOCIATES11+ years Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 27 · EIN 34-1753575 Advisory (Plan) | $60,010 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 Advisory (Plan) | $53,855 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 Accounting | $16,538 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 Loan Processing | -$70,579 |
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.
Filed December 28, 1992.
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.
5 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025