Filings through .
3 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
Recently cancelled plan
Plan reported a final filing / termination within the last year.
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 5 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
4 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$40K in admin expenses.
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
26 funds of $250K or more, counting each target-date vintage; shown as 16 lines, holding $96.0M of the plan's $100M. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Blend, collective trust, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Blend Fidelity (FMR) · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $56.2M | 58.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $12.0M | 12.5% |
| Great Gray Large Cap Growth Fund III Fee Class R1 Manager not matched · Collective trust | $8.6M | 9.0% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $2.9M | 3.0% |
| Great Gray Stable Value Fund Fee Class R1 Manager not matched · Stable value Stable value | $2.7M | 2.8% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $2.0M | 2.1% |
| Putnam Large Cap Value Fund Fee Class R1 Franklin Templeton · Collective trust | $1.8M | 1.9% |
| PIMCO RAE US Small Fund Institutional Class PIMCO (Allianz) · Mutual fund | $1.5M | 1.6% |
| Janus Henderson Overseas Fund Class N Janus Henderson · Mutual fund | $1.3M | 1.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 1.2% |
| 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
6 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 |
|---|---|
Service code 37 · EIN 04-2647786 Loan Processing | $40,000 |
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 January 20, 2022 (most recent of 2 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the top hat administrator are on Pro.
5 filings · 2021 to 2025