Filings through .
1 of 17 flags tripped on the 2025 filing.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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.
$240K in admin expenses, $2021 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
2 funds hold $21.4M of the plan's $21.4M. Recordkeeper: Prudential (PGIM).
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Pension Journey 60/40 Commingled Fidelity (FMR) · Collective trust | $20.1M | 94.0% |
| Fidelity Fidelity (FMR) · Mutual fund | $1.3M | 6.0% |
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.
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 11 · EIN 04-2647786 Actuarial | $190,120 |
KPMG LLP9 years Service code 10 · EIN 13-5565207 Accounting | $37,300 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Ian Roberts Fidelity Investments Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
Filed October 12, 2006.
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.
4 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025