Filings through .
1 of 17 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
$30K in admin expenses, $124 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds of $250K or more; 14 lines in all, holding $5.2M of the plan's $5.3M. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Blend, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Date, Rate of Interest, Par or Maturity Value Cost Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.6M | 29.8% |
| Fidelity Freedom Blend Fidelity (FMR) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $1.3M | 25.2% |
| American Funds Growth Portfolio Capital Group · Mutual fund | $705K | 13.5% |
| Standard Insurance Company Guaranteed Fixed Interest StanCorp (Meiji Yasuda) · Insurance contract | $388K | 7.4% |
| MFS Heritage Trust Co. MFS Value Fund MFS (Sun Life) · Collective trust | $278K | 5.3% |
| American Balanced Fund Capital Group · Mutual fund | $275K | 5.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $246K | 4.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $116K | 2.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $116K | 2.2% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $86K | 1.6% |
| 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 |
4 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
4 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 3 by compensation.
| Provider | Compensation |
|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 Loan Processing | $13,837 |
Filed as: GLOBAL RETIREMENT Service code 27 · EIN 47-1411118 Advisory (Plan) | $13,307 |
Filed as: COMPENSATION SYSTEMS Service code 49 · EIN 35-0672425 Other Services | $3,076 |
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.
3 contacts
10 filings · 2015 to 2025