Filings through .
2 of 18 flags tripped on the 2025 filing.
High cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
14 funds of $250K or more; 25 lines in all, holding $19.8M of the plan's $31.2M. Recordkeeper: Fidelity (FMR).
Target-date series: BlackRock LifePath Index, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $8.5M | 43.1% |
| JP Morgan Money Market JPMorgan · Money market | $2.5M | 12.7% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.3M | 11.7% |
| iShares S&P 500 Index Fund BlackRock · ETF Index | $2.1M | 10.4% |
| iShares Core S&P Total US Stock N/R BlackRock · ETF Index | $965K | 4.9% |
| Fidelity Balanced Fund (Investor A) Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $686K | 3.5% |
| SmallCap S&P 600 Index Fund Principal · Mutual fund Index | $547K | 2.8% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $287K | 1.4% |
| Fidelity International Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $282K | 1.4% |
| Janus Henderson Enterprise Fund Janus Henderson · Mutual fund | $217K | 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 |
15 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund, likely replaced 3 funds. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchAmerican Funds Target Date 2050 Fund to Blackrock Lifepath Index 2030 Fund | $6.9M to $8.5M |
| ReplacedHighFidelity Money Market Fund to JP Morgan Money Market | $7.3M to $2.5M |
| ReplacedHighFidelity 500 Index Fund to iShares S&P 500 Index Fund | $1.9M to $2.1M |
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.
15 more lines and 3 more changes 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 |
|---|---|
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 27 · EIN 61-1758632 Advisory (Plan) | $23,500 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 Loan Processing | -$39,675 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025