Filings through .
2 of 17 flags tripped on the 2025 filing.
Low fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
$25K in admin expenses, $191 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
3 funds of $250K or more; 11 lines in all, holding $3.1M of the plan's $4.5M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 42.8% |
| Lord Abbett Short Duration Income Fund Class R6 Lord Abbett · Mutual fund | $391K | 12.5% |
| State Street Investment Mgmt. State St S&P Midcap Indx SL Cl XIV State Street (SSgA) · Collective trust Index | $309K | 9.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $236K | 7.5% |
| John Hancock International Growth Fund Class R6 John Hancock (Manulife) · Mutual fund | $212K | 6.8% |
| Dimensional Fund Advisors DFA International Value I Dimensional · Mutual fund | $190K | 6.1% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $176K | 5.6% |
| Columbia Threadneedle Inv. Ameriprise (Columbia Threadneedle) · Mutual fund | $166K | 5.3% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $98K | 3.1% |
| AB Small Cap Growth Z AllianceBernstein · Other | $13K | 0.4% |
| 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.
Added 3 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedAmerican Funds Target Date 2035 Fund | $3.5M |
| AddedFidelity 500 Index Fund | $1.3M |
| AddedLord Abbett Short Duration Income Fund Class R6 | $391K |
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 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 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: FIDUCIARY BENEFITS GROUP INC Service code 27 4660 LA JOLLA VILLAGE DR · SAN DIEGO, CA 92122 Advisory (Plan) | $5,726 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $3,253 |
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.
2 contacts
11 filings · 2015 to 2025