Filings through .
3 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$20K in admin expenses, $142 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 18 lines in all, holding $7.1M of the plan's $7.1M. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 0% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 16.3% |
| Fidelity Balanced Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.1M | 15.2% |
| Fidelity Freedom 2035K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $816K | 11.6% |
| Fidelity Freedom 2030K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $661K | 9.4% |
| Fidelity Freedom 2045K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $511K | 7.2% |
| Fidelity Freedom 2040K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $499K | 7.1% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $477K | 6.8% |
| Fidelity Freedom 2025K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $451K | 6.4% |
| Fidelity Freedom 2050K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $319K | 4.5% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $315K | 4.5% |
| 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 |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
8 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 |
|---|---|
EISNERAMPER LLP2 years Service code 10 · EIN 87-1363769 Accounting | $14,070 |
Service code 64 · EIN 04-2647786 Recordkeeping Fees | $5,525 |
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
10 filings · 2016 to 2025