Filings through .
1 of 18 flags tripped on the 2025 filing.
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.
$24K in admin expenses, $106 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
24 funds of $250K or more, counting each target-date vintage; shown as 17 lines, holding $41.0M of the plan's $42.0M. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 23% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Harbor Capital Appreciation Fund Institutional Class Harbor Capital · Mutual fund | $9.9M | 24.1% |
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $9.3M | 22.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.7M | 14.0% |
| Invs Divrs Divd R5 Invesco · Mutual fund | $3.1M | 7.7% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.7M | 6.6% |
| Harbor International Fund Institutional Class Harbor Capital · Mutual fund | $1.8M | 4.3% |
| Managed Income Portfolio Class 1 Manager not matched · Stable value Stable value | $1.6M | 3.8% |
| Vangard Total Bond Market Adm Manager not matched · Mutual fund Index | $1.4M | 3.3% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 3.0% |
| JPMorgan Core Bond Fund Class I JPMorgan · Mutual fund | $1.2M | 3.0% |
| 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| Share class changeAM Cent Govt BD Inv to Government Bond Fund Investor Class | $270K to $336K |
| Share class changeVrts C Mdcp VL EQ R6 to Virtus Ceredex Mid-Cap Value Equity Fund Class R6 | $273K to $292K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 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.
7 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 3 by compensation.
| Provider | Compensation |
|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 Advisory (Plan) | $20,685 |
CMJ, LLP4 years Filed as: CMJ LLP Service code 10 · EIN 14-1710385 Accounting | $12,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 Loan Processing | -$7,929 |
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 June 11, 2019.
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.
4 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025