Filings through .
2 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.
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.
$554K in admin expenses, $108 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds of $250K or more, counting each target-date vintage; shown as 13 lines, holding $374M of the plan's $375M. Recordkeeper: Fidelity (FMR).
Target-date series: SSgA Target Retirement, collective trust, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Collective trust Target-date, 10 vintages | $202M | 54.0% |
| JPMorgan Large Cap Growth Fund Class A JPMorgan · Collective trust | $63.6M | 17.0% |
| BlackRock Equity Dividend BlackRock · Collective trust | $25.0M | 6.7% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $23.6M | 6.3% |
| Spartan SP Total Market Index Class C Fidelity (FMR) · Collective trust IndexRecordkeeper's own fund | $21.3M | 5.7% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $11.2M | 3.0% |
| William Blair WM Blair Smid GR CIT William Blair · Collective trust | $7.9M | 2.1% |
| BlackRock N.A. BTC Total Return Fund L BlackRock · Collective trust | $6.8M | 1.8% |
| American Beacon Small Cap Value Class F1 Fund American Beacon (Resolute) · Collective trust | $5.6M | 1.5% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.7M | 0.7% |
| 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 |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 1 fund. Moved 2 funds from mutual fund to collective trust. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustFidelity Total Market Index Fund to Spartan SP Total Market Index Class C | $38.1M to $21.3M |
| Share class changeBlackRock N.A. BTC Total Return to BlackRock N.A. BTC Total Return Fund L | $15.5M to $6.8M |
| Mutual fund to collective trustFidelity Global ex U.S. Index Fund to Spartan SP Global Ex US Index Class C | $2.5M to $1.3M |
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.
3 more lines and 1 more change 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 6 by compensation.
| Provider | Compensation |
|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 Loan Processing | $260,302 |
Filed as: PROMEDICA EMPLOYMENT SERVICES Service code 14 · EIN 34-1903270 Plan Administrator | $110,758 |
IVINS, PHILLIPS & BARKER1 year Filed as: IVINS, PHILLIPS & BAKER Service code 29 · EIN 52-1229560 Legal | $87,533 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 Advisory (Plan) | $62,227 |
PLANTE & MORAN, PLLC10+ years Service code 10 · EIN 33-1498605 Accounting | $25,900 |
USI INSURANCE SERVICES LLC2 years Filed as: USI CONSULTING GROUP Service code 16 · EIN 06-1053228 Consulting | $7,013 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
4 contacts
11 filings · 2015 to 2025