Filings through .
2 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Possible retail share class: $3.89B
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$7.6M in admin expenses, $86 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
27 funds of $250K or more; 117 lines in all, holding $9.65B of the plan's $10.5B. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Management Trust Company Vang Inst Index Plus Fidelity (FMR) · Collective trust IndexRecordkeeper's own fund | $1.32B | 13.7% |
| Fidelity Management Trust Company Blkrk LP IDX 2035 K Fidelity (FMR) · Other IndexRecordkeeper's own fund | $790M | 8.2% |
| Fidelity Management Trust Company Blkrk LP IDX 2030 K Fidelity (FMR) · Other IndexRecordkeeper's own fund | $782M | 8.1% |
| Fidelity Management Trust Company Blkrk LP IDX Rtmt K Fidelity (FMR) · Other IndexRecordkeeper's own fund | $775M | 8.0% |
| Fidelity Management Trust Company Blkrk LP IDX 2040 K Fidelity (FMR) · Other IndexRecordkeeper's own fund | $772M | 8.0% |
| Fidelity Management Trust Company Blkrk LP IDX 2050 K Fidelity (FMR) · Other IndexRecordkeeper's own fund | $709M | 7.4% |
| Fidelity Management Trust Company Blkrk LP IDX 2045 K Fidelity (FMR) · Other IndexRecordkeeper's own fund | $679M | 7.0% |
| Fidelity Management Trust Company FID Contrafund K6 Fidelity (FMR) · Collective trust Recordkeeper's own fund | $561M | 5.8% |
| Fidelity Management Trust Company Blkrk LP IDX 2055 K Fidelity (FMR) · Other IndexRecordkeeper's own fund | $548M | 5.7% |
| Fidelity Management Trust Company Vang TOT Intl STK IP Fidelity (FMR) · Collective trust Recordkeeper's own fund | $390M | 4.0% |
| 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 |
107 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 27 funds, likely replaced 5 funds. Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| DroppedVanguard Institutional Index, Plus | $864M |
| DroppedBlkrk LP Index Rtmt K | $657M |
| DroppedBlkrk LP Index 2030 K | $617M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 4 renames.
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.
107 more lines and 32 more changes 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 10 of 41 by compensation.
| Provider | Compensation |
|---|---|
KEY BANK NATIONAL ASSOCIATION11+ years Filed as: KEY PRIVATE BANK Service code 26 · EIN 34-0797057 Advisory (Participants) | $1,513,586 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 Advisory (Plan) | $1,428,550 |
Service code 37 · EIN 04-2647786 Loan Processing | $728,277 |
Filed as: ORION PORTFOLIO SOLUTIONS DBA CLS I Service code 26 · EIN 32-0070947 Advisory (Participants) | $507,175 |
SEQUOIA FINANCIAL ADVISORS LLC10+ years Filed as: SEQUOIA FINANCIAL ADVISORS Service code 26 · EIN 27-7729029 Advisory (Participants) | $257,455 |
STRATOS WEALTH PARTNERS2 years Filed as: STRATOS WEALTH ADVISORS LLC Service code 26 · EIN 30-2781674 Advisory (Participants) | $150,970 |
WILLIS TOWERS WATSON US LLC7 years Filed as: WILLIS TOWERS WATSON Service code 11 1001 LAKESIDE AVENUE · CLEVELAND, OH 44114-1172 Actuarial | $143,628 |
Service code 26 · EIN 04-2675571 Advisory (Participants) | $128,821 |
CARNEGIE INVESTMENT COUNSEL11+ years Service code 26 · EIN 26-4766975 Advisory (Participants) | $121,053 |
LARSON FINANCIAL GROUP LLC10+ years Filed as: LARSON FINANCIAL GROUP, LLC Service code 26 · EIN 20-4773945 Advisory (Participants) | $114,900 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
Filed December 23, 1992.
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