Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-1729164 | Advisory (Plan) | $27,888 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,015 |
9 funds of $250K or more; 11 lines in all, holding $10.8M of the plan's $11.0M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 82% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $8.9M | 82.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $434K | 4.0% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $419K | 3.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $390K | 3.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $200K | 1.8% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $182K | 1.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $167K | 1.5% |
| Victory Sycamore Established Value Fund Victory Capital · Mutual fund | $109K | 1.0% |
| Voya MidCap Opportunities Fund Voya · Mutual fund | $43K | 0.4% |
| Janus Henderson Enterprise Fund Janus Henderson · Mutual fund | $3K | <0.1% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.