Filings through .
No flags tripped on the 2025 filing.
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.
$48K in admin expenses, $177 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
18 funds of $250K or more; 21 lines in all, holding $33.2M of the plan's $33.4M. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Blend, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Blend Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $25.2M | 75.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.9M | 8.8% |
| Large Cap Growth II Class R1 Manager not matched · Collective trust | $1.1M | 3.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $665K | 2.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $664K | 2.0% |
| GG Large Cap Growth VI R1 Manager not matched · Collective trust | $493K | 1.5% |
| American Funds Fundamental Investors Class R-6 Capital Group · Mutual fund | $430K | 1.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $313K | 0.9% |
| Capital World Growth & Income Fund Class R-6 Capital Group · Mutual fund | $276K | 0.8% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $247K | 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 |
11 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 3 funds, dropped 9 funds, likely replaced 1 fund. Moved to another target-date series. Changed share class on 2 funds. Changed vehicle on 1 fund.
| Fund | Year-end value |
|---|---|
| Target-date switchAmerican Century One Chc Blnd Pls 2025 R6 to Fidelity Freedom Blend 2035 Fund Class K6 | $14.6M to $25.2M |
| DroppedGrowth Fund OF America Class R-6 | $4.0M |
| DroppedPioneer Select Mid Cap Growth Fund: Class K | $1.5M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
11 more lines and 14 more changes 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 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 Advisory (Plan) | $35,078 |
Service code 37 · EIN 04-2647786 Loan Processing | $11,773 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025