Filings through .
2 of 17 flags tripped on the 2024 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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 2024 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.
$179K in admin expenses, $566 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 10 lines in all, holding $38.0M of the plan's $48.6M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $7.5M | 19.8% |
| DoubleLine Total Return Bond Fund DoubleLine · Mutual fund | $7.3M | 19.3% |
| iShares Core S&P 500 ETF BlackRock · ETF Index | $6.4M | 16.8% |
| Artisan International Value Fund Artisan Partners · Mutual fund | $3.8M | 9.9% |
| WCM Focused International Growth Fund WCM Investment Management · Mutual fund | $3.6M | 9.4% |
| SPDR Gold MiniShares Trust ETF State Street (SSgA) · Collective trust Index | $2.6M | 6.9% |
| Treasury Portfolio Fidelity (FMR) · Money market | $2.5M | 6.4% |
| Vanguard Commodity Strategy Fund Admiral Shares Vanguard · Mutual fund | $2.1M | 5.6% |
| Vanguard Russell 2000 ETF Vanguard · ETF Index | $2.0M | 5.2% |
| Fidelity Treasury Money Market Fund Fidelity (FMR) · Money market | $244K | 0.6% |
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 |
|---|---|
Filed as: FIDELITY INVESTMENTS Service code 27 · EIN 04-3523567 Advisory (Plan) | $169,853 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2024 filing.
3 contacts
10 filings · 2015 to 2024