Filings through .
2 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.
$197K 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.
23 funds of $250K or more, counting each target-date vintage; shown as 14 lines, holding $99.2M of the plan's $101M. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $61.9M | 62.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $12.5M | 12.6% |
| Fidelity Contra Fund K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $8.3M | 8.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.2M | 3.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.2M | 3.2% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $2.0M | 2.0% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $1.9M | 1.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.8M | 1.8% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $1.5M | 1.5% |
| Fidelity US Bond Index Adv Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 1.2% |
| 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 |
4 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund, likely replaced 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changePIMCO Total Return Fund (Admiral) to PIMCO Total Return Fund Institutional | $1.7M to $2.0M |
| AddedFidelity Emerging Markets Index Fund | $723K |
| DroppedFidelity Government Income Fund | $661K |
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.
4 more lines and 1 more change 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 5 by compensation.
| Provider | Compensation |
|---|---|
OSAIC WEALTH INC2 years Filed as: OSAIC FA, INC Service code 16 · EIN 35-1151034 Consulting | $90,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 13 · EIN 04-2647786 Contract Administrator | $40,000 |
STRATEGIC ADVISORS, INC.11+ years Service code 27 · EIN 04-2654524 Advisory (Plan) | $34,350 |
Filed as: PENSION BENEFITS UNLIMITED Service code 17 · EIN 33-0499726 Pension Consulting | $1,500 |
PORTER & HUNT, LLP11+ years Service code 10 · EIN 26-0526155 Accounting | $0 |
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.
3 contacts
11 filings · 2015 to 2025