Filings through .
2 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$50K in admin expenses, $202 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 44 lines in all, holding $10.5M of the plan's $10.6M. Recordkeeper: Fidelity (FMR).
Target-date series: Schwab Target Index, mutual fund, 19% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Participant directed investments, at fair value: Registered investment company shares Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $2.2M | 21.2% |
| Schwab Target Index Charles Schwab · Mutual fund Target-date, 10 vintages | $2.0M | 19.2% |
| Baird Intermediate Bnd Fd Inst Baird · Mutual fund | $1.1M | 10.1% |
| Participant directed investments, at contract value Deposits with Insurance Company The Standard Stable Asset Fund II Manager not matched · Insurance contract | $1.0M | 9.8% |
| Vangrd LifeStrat Md Grw Fd Inv Vanguard · Mutual fund | $810K | 7.7% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $808K | 7.7% |
| TRwPr LCG Fnd I T. Rowe Price · Mutual fund | $408K | 3.9% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $325K | 3.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $241K | 2.3% |
| Dodge & Cox International Stock Fund Class X Dodge & Cox · Mutual fund | $235K | 2.2% |
| 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 |
34 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
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.
34 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 |
|---|---|
MONETA GROUP LLC2 years Service code 99 · EIN 20-1903821 Other Fees | $37,770 |
MORNINGSTAR1 year Service code 27 Advisory (Plan) | $1,329 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 Recordkeeping Fees | $320 |
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 June 3, 2013 (most recent of 2 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