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.
$1K in admin expenses, $7 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 24 lines in all, holding $15.6M of the plan's $15.7M. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $9.7M | 62.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.2M | 20.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $501K | 3.2% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $323K | 2.1% |
| Fidelity Small Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $303K | 1.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $243K | 1.6% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $182K | 1.2% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $176K | 1.1% |
| Parnassus Core Equity Fund Affiliated Managers Group · Mutual fund | $168K | 1.1% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $144K | 0.9% |
| 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 |
14 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Likely replaced 2 funds. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchVanguard Target Retirement 2055 Fund to Fidelity Freedom Index 2055 Fund Investor Class | $5.8M to $9.7M |
| ReplacedHighVanguard 500 Index Fund Admiral Shares to Fidelity 500 Index Fund | $2.4M to $3.2M |
| ReplacedHighVanguard Small-Cap Growth Index Fund Admiral Shares to Fidelity Small Cap Growth Index Fund | $254K to $303K |
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.
14 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 |
|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC Service code 15 · EIN 13-3036745 Recordkeeping | $1,300 |
Service code 60 · EIN 04-2647786 Sub-TA Fees | $50 |
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