Filings through .
1 of 17 flags tripped on the 2025 filing.
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
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.
$67K in admin expenses, $95 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
33 funds of $250K or more; 37 lines in all, holding $156M of the plan's $159M. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Flexpath Moderate RET R1 Fidelity (FMR) · Collective trust Recordkeeper's own fund | $28.9M | 18.6% |
| Fidelity Flexpath Moderate 2035 R1 Fidelity (FMR) · Collective trust Recordkeeper's own fund | $20.7M | 13.3% |
| Fidelity Flexpath Moderate 2045 R1 Fidelity (FMR) · Collective trust Recordkeeper's own fund | $18.5M | 11.9% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $16.2M | 10.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $14.9M | 9.6% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $7.5M | 4.8% |
| Fidelity Flexpath Moderate 2055 R1 Fidelity (FMR) · Collective trust Recordkeeper's own fund | $7.3M | 4.7% |
| Fidelity Stable Value Fund I1 Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $4.8M | 3.1% |
| Fidelity Mid Capital ID Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.2M | 2.0% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $2.9M | 1.9% |
| 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 |
27 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
27 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 |
|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 Loan Processing | $36,771 |
KESTRA FINANCIAL8 years Filed as: KESTRA INVESTMENT SERVICES LLC Service code 27 · EIN 35-2552359 Advisory (Plan) | $30,000 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
Filed September 30, 2014 (most recent of 3 filings on file).
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
2 contacts
11 filings · 2015 to 2025