Filings through .
4 of 17 flags tripped on the 2025 filing.
Failed to provide benefit
Form 5500 reported that benefits due were not provided when due.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
$139K in admin expenses, $38 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds hold $29.7M of the plan's $60.0M. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock Equity In BlackRock · Collective trust | $10.1M | 33.9% |
| T. Rowe Price All-Cap Opportunities Fund T. Rowe Price · Mutual fund | $5.8M | 19.4% |
| Invesco Invs Sm Cap Val Y Invesco · Mutual fund | $2.4M | 8.0% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $2.3M | 7.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.1M | 7.2% |
| Great Gray Stable Value Fund R1 Manager not matched · Insurance contract | $1.6M | 5.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.4M | 4.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.3M | 4.3% |
| Invesco Invs Eqv Intlsmco R5 Invesco · Mutual fund | $1.1M | 3.6% |
| Fidelity Advisors Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.0M | 3.5% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
1 more fund in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedBlackRock Equity In | $10.1M |
| DroppedBlackrock Equity Index Fund | $9.1M |
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.
1 more line in this lineup is 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 |
|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 Loan Processing | $107,735 |
Service code 27 · EIN 33-0905143 Advisory (Plan) | $17,500 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 Accounting | $14,175 |
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.
3 contacts
11 filings · 2015 to 2025