Filings through .
2 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 2025 filing, 1 of 7 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
6 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$97K in admin expenses, $213 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds of $250K or more; 22 lines in all, holding $65.0M of the plan's $65.9M. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $11.4M | 17.5% |
| American Century RD 2035 TR Xxii Collective trust fund American Century · Collective trust | $8.1M | 12.4% |
| American Century RD 2040 TR Xxii Collective trust fund American Century · Collective trust | $6.2M | 9.6% |
| American Century RD 2030 TR Xxii Collective Trust Fund American Century · Collective trust | $6.2M | 9.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.6M | 8.6% |
| American Century RD 2045 TR Xxii Collective trust fund American Century · Collective trust | $3.9M | 6.0% |
| American Century RD 2050 TR Xxii Collective trust fund American Century · Collective trust | $3.6M | 5.5% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $3.3M | 5.1% |
| American Century Income Retirement TR Xxii Collective trust fund American Century · Collective trust | $3.1M | 4.7% |
| American Century RD 2055 TR Xxii Collective trust fund American Century · Collective trust | $2.5M | 3.9% |
| 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 |
12 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedAmerican Century RD 2025 TR Xxii Collective Trust Fund | $2.3M |
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.
12 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 3 by compensation.
| Provider | Compensation |
|---|---|
UBS FINANCIAL SERVICES INC7+ years Service code 27 · EIN 13-2638166 Advisory (Plan) | $50,012 |
Service code 37 · EIN 04-2647786 Loan Processing | $34,219 |
WEAVER AND TIDWELL, LLP5 years Service code 10 · EIN 75-0786316 Accounting | $12,537 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
2 contacts
7 filings · 2019 to 2025