Filings through .
3 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 9 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
8 more years of history are on Pro. Free for 7 days, then $49 a month.
$1.2M in admin expenses, $14598 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 17 lines in all, holding $6.2M of the plan's $6.3M. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintages | $3.7M | 59.7% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $551K | 8.9% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $540K | 8.7% |
| iShares Russell BlackRock · ETF Index | $338K | 5.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $239K | 3.8% |
| State Street Equity 500 Index Fund Class K State Street (SSgA) · Mutual fund Index | $167K | 2.7% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $102K | 1.6% |
| iShares MSCI Total Intl Index K BlackRock · ETF Index | $100K | 1.6% |
| iShares MSCI EAFE Intl Index K BlackRock · ETF Index | $92K | 1.5% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $89K | 1.4% |
| 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
7 more lines in this lineup are on Pro. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Not reported. Schedule C was not filed with this plan's most recent Form 5500, so no paid service providers are listed.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
1 contact
9 filings · 2017 to 2025