Filings through .
3 of 19 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Possible retail share class: $57.1M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
Few collective trusts
2% 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.
$144K in admin expenses, $178 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
22 funds of $250K or more; 29 lines in all, holding $57.1M of the plan's $57.2M. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $25.7M | 45.0% |
| Par or Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $13.7M | 24.0% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $4.3M | 7.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $2.2M | 3.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $2.0M | 3.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund Possible retail class A | $1.7M | 3.0% |
| iShares Russell Small/Mid-Cap Index Fund Class K BlackRock · Collective trust Index | $1.4M | 2.5% |
| PIMCO RAE US Fund Institutional Class PIMCO (Allianz) · Mutual fund Possible retail class A | $851K | 1.5% |
| Fidelity US Bond Index Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $645K | 1.1% |
| Franklin Small CAP Growth Fund Class R6 Franklin Templeton · Mutual fund Possible retail class A | $607K | 1.1% |
| 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 |
19 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Likely replaced 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighState Street Small/MID CAP Equity Index Fund Class K to iShares Russell Small/Mid-Cap Index Fund Class K | $1.2M to $1.4M |
| Share class changePIMCO RAE Emerging Markets Fund Class A to PIMCO RAE Emerging Markets Fund Institutional Class | $134K to $274K |
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.
19 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 |
|---|---|
Service code 37 · EIN 04-2647786 Loan Processing | $69,066 |
Filed as: TWELVE POINTS WEALTH MANAGEMENT LL Service code 27 · EIN 46-5061538 Advisory (Plan) | $50,832 |
Filed as: JOHNSON O'CONNOR FERON & CARUCCI L Service code 10 · EIN 20-3985546 Accounting | $24,360 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025