Filings through .
1 of 17 flags tripped on the 2024 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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 2024 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.
$490 in admin expenses, $2 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; 17 lines in all, holding $31.3M of the plan's $33.2M. Recordkeeper: Fidelity (FMR).
Target-date series: SSgA Target Retirement, collective trust, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Securities Lending Series Fund Class IV State Street Global Advisors Stat State Street (SSgA) · Collective trust | $13.6M | 43.5% |
| SSgA Target Retirement State Street (SSgA) · Collective trust Target-date, 2 vintages | $5.3M | 16.8% |
| Securities Lending Series Fund Class IV Geode Capital Management Spar Geode Capital Management · Collective trust | $4.1M | 13.2% |
| Fidelity Growth Company Commingled Pool Fidelity (FMR) · Collective trust Recordkeeper's own fund | $2.9M | 9.3% |
| SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 2 vintages | $2.4M | 7.6% |
| Galliard Stable Return Fund X Allspring · Mutual fund | $653K | 2.1% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund | $519K | 1.7% |
| Stock Market Index Trust State Street Global Advisors State Street Target State Street (SSgA) · Collective trust Index | $502K | 1.6% |
| Securities Lending Series Fund Class IV Great Gray Collective Investment Diam State Street (SSgA) · Collective trust | $396K | 1.3% |
| Par, or Maturity Value Manager not matched · Mutual fund | $256K | 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
7 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 25 · EIN 04-2647786 Directed Trustee | $490 |
SS&C1 year Service code 49 · EIN 04-3157927 Other Services | $0 |
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 2024 filing.
Filed October 26, 2016.
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
5 contacts
Phone and email for the top hat administrator are on Pro.
10 filings · 2015 to 2024