Filings through .
2 of 19 flags tripped on the 2025 filing.
Possible retail share class: $24.6M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$35K in admin expenses, $167 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more, counting each target-date vintage; shown as 11 lines, holding $24.6M of the plan's $24.8M. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 82% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $20.2M | 82.1% |
| Fidelity Investments, Inc. Contrafund Fund K Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $1.6M | 6.7% |
| Fidelity Investments, Inc. FID 500 Index Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $1.3M | 5.2% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund Possible retail class A | $386K | 1.6% |
| Fidelity Investments, Inc. Diversified International Fund K Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $366K | 1.5% |
| Fidelity Investments, Inc. Small Cap Index Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $341K | 1.4% |
| Dodge & Cox Stock Dodge & Cox · Mutual fund Possible retail class A | $251K | 1.0% |
| Fidelity Managed Income Portfolio Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $103K | 0.4% |
| Inc. Fidelity International Index Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $26K | 0.1% |
| Vanguard Inflation-Protected Securities Fund Admiral Shares Vanguard · Mutual fund Possible retail class A | $12K | <0.1% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
1 more fund in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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.
1 more line in this lineup is 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 3 by compensation.
| Provider | Compensation |
|---|---|
SCHNEIDER DOWNS & CO., INC.7 years Filed as: SCHNEIDER DOWNS & CO, INC Service code 10 · EIN 25-1408703 Accounting | $16,750 |
OXFORD FINANCIAL GRO11+ years Service code 27 · EIN 35-1588335 Advisory (Plan) | $15,503 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 Loan Processing | $2,379 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025