Filings through .
3 of 19 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Possible retail share class: $18.1M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
Few collective trusts
<1% 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.
$2K in admin expenses, $3 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds of $250K or more; 18 lines in all, holding $27.8M of the plan's $32.8M. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $18.3M | 65.7% |
| iShares S&P 500 Index Fund (IS S&P 500 IDK K) BlackRock · ETF Index | $4.8M | 17.1% |
| Harbor Capital Appreciation Fund Investor Class Harbor Capital · Mutual fund | $1.3M | 4.7% |
| American Funds American Mutual Fund Class R-6 (AF Amer Mutual R6) Capital Group · Mutual fund | $626K | 2.3% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $560K | 2.0% |
| iShares Russell 2000 Small-Cap Index Fund Investor A Shares (IS R2000 SM-CAP K) BlackRock · ETF Index | $282K | 1.0% |
| Ariel Fund Ariel Investments · Mutual fund | $257K | 0.9% |
| AB Small Cap Growth Portfolio Class A (AB SM CAP Grth Z) AllianceBernstein · Mutual fund | $246K | 0.9% |
| iShares Russell Mid-Cap Index Fund (IS R MID-CAP IDX K) BlackRock · ETF Index | $235K | 0.8% |
| November 2034 Manager not matched · Other | $211K | 0.8% |
| 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.
Added 2 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| AddediShares S&P 500 Index Fund (IS S&P 500 IDK K) | $4.8M |
| Share class changeAmerican Funds American Mutual Fund Class R-4 (AF Amer Mutual R4) to American Funds American Mutual Fund Class R-6 (AF Amer Mutual R6) | $484K to $626K |
| AddedAriel Fund | $257K |
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.
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 |
|---|---|
Service code 55 · EIN 13-3180631 Other Commissions | $62,400 |
Service code 37 · EIN 04-2647786 Loan Processing | $2,497 |
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