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.
$76K in admin expenses, $120 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
23 funds of $250K or more, counting each target-date vintage; shown as 19 lines, holding $38.2M of the plan's $39.0M. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Blend, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Blend Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $21.2M | 55.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.9M | 7.5% |
| The Gabelli U.S. Treasury Money Market Fund Westwood · Money market | $2.8M | 7.4% |
| Fidelity Advisor Growth Opportunities Fund Class Z Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.2M | 5.7% |
| Putnam Large Cap Value Class R Franklin Templeton · Collective trust | $2.0M | 5.3% |
| Columbia Contrarian Core Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund | $1.1M | 3.0% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · Collective trust Index | $1.1M | 2.8% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $762K | 2.0% |
| Fidelity Worldwide Fund Fidelity Advisor Worldwide Fund: Class Z Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $706K | 1.8% |
| Mid Cap Growth II R1 Manager not matched · Collective trust | $694K | 1.8% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 1 fund, likely replaced 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighBlackrock Equity Dividend Fund Institutional to Putnam Large Cap Value Class R | $1.5M to $2.0M |
| Share class changeBlackrock MID CAP Growth Equity Portfolio Investor A to Mid Cap Growth II R1 | $584K to $694K |
| DroppedFidelity Government Money Market Fund Class K6 | $556K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
9 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 2 by compensation.
| Provider | Compensation |
|---|---|
Service code 27 · EIN 04-2675571 Advisory (Plan) | $55,482 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 Loan Processing | $20,433 |
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 July 15, 2019 (most recent of 2 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025