Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
9 funds of $250K or more; 27 lines in all, holding $13.3M of the plan's $13.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Post Retirement Date Fund Manager not matched · Collective trust | $2.9M | 21.5% |
| 2050 Retirement Date Fund R2 Marsh McLennan (Mercer) · Collective trust | $2.6M | 19.5% |
| 2045 Retirement Date Fund R2 Marsh McLennan (Mercer) · Collective trust | $2.0M | 15.0% |
| 2035 Retirement Date Fund R2 Marsh McLennan (Mercer) · Collective trust | $1.6M | 12.0% |
| 2030 Retirement Date Fund R2 Marsh McLennan (Mercer) · Collective trust | $1.2M | 9.2% |
| 2055 Retirement Date Fund R2 Marsh McLennan (Mercer) · Collective trust | $1.1M | 8.2% |
| 2025 Retirement Date Fund R2 Marsh McLennan (Mercer) · Collective trust | $585K | 4.4% |
| 2040 Retirement Date Fund R2 Marsh McLennan (Mercer) · Collective trust | $387K | 2.9% |
| ABA Members/MTC Collective Trust Fund Manager not matched · Collective trust | $379K | 2.8% |
| 2060 Retirement Date Fund R2 Marsh McLennan (Mercer) · Collective trust | $121K | 0.9% |
Added 2 funds. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchFidelity Freedom Index 2045 Fund Investor Class to 2050 Retirement Date Fund R2 | $8.9M to $9.6M |
| AddedPost Retirement Date Fund | $2.9M |
| AddedABA Members/MTC Collective Trust Fund | $379K |
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, not money moved.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.