Filings through .
1 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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.
$24K in admin expenses, $32 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
29 funds of $250K or more, counting each target-date vintage; shown as 19 lines, holding $176M of the plan's $179M. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $84.8M | 48.3% |
| Galliard Stable Return Fund C Allspring · Collective trust | $17.1M | 9.7% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $16.0M | 9.1% |
| Harbor Capital Appreciation Fund Institutional Class Harbor Capital · Mutual fund | $11.7M | 6.7% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $9.4M | 5.4% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $4.6M | 2.6% |
| T. Rowe Price Mid-Cap Value Fund, Inc. T. Rowe Price · Mutual fund | $4.5M | 2.5% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $4.2M | 2.4% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $3.1M | 1.8% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $3.0M | 1.7% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedGalliard Stable Return Fund C | $17.1M |
| AddedMFS Mid Cap Growth Fund R6 | $4.2M |
| ReplacedHighVanguard International Value Fund Investor Shares to DFA International Value Portfolio- Institutional Class | $1.4M to $2.5M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
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.
9 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 1 by compensation.
| Provider | Compensation |
|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 Loan Processing | $23,954 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
11 feature codes on the 2025 filing.
Filed October 14, 2011.
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
10 filings · 2016 to 2025