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 7 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
6 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$36K in admin expenses, $128 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds of $250K or more; 16 lines in all, holding $15.3M of the plan's $15.5M. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Manager not matched · Mutual fund Target-date, 12 vintages | $12.2M | 79.7% |
| Ide ntity of issue r, borrowe r Manager not matched · Other | $855K | 5.6% |
| Bnym Inst S&p500 I BNY · Mutual fund | $572K | 3.7% |
| JPMorgan U.S. Equity Fund Class I JPMorgan · Mutual fund | $367K | 2.4% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $366K | 2.4% |
| Baron Small Cap Fund Manager not matched · Mutual fund | $298K | 2.0% |
| BNY Mellon Midcap Index Fund, Inc. Investor Shares BNY · Mutual fund Index | $228K | 1.5% |
| FA Frdm Retire Z Manager not matched · Mutual fund | $113K | 0.7% |
| Col Dividend Inc I Manager not matched · Mutual fund | $82K | 0.5% |
| MFS International Equity Fund Class R6 MFS (Sun Life) · Mutual fund | $53K | 0.3% |
| 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.
Added 1 fund, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedJPMorgan Large Cap Growth Fund Class R4 | $693K |
| AddedBnym Inst S&p500 I | $572K |
| DroppedBNY Mellon Inst S&P 500 Stock Index I N/R | $520K |
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.
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 2 by compensation.
| Provider | Compensation |
|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 Advisory (Plan) | $34,747 |
Service code 37 · EIN 04-2647786 Loan Processing | $950 |
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
7 filings · 2019 to 2025