Filings through .
1 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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.
$120K in admin expenses, $12 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
26 funds of $250K or more, counting each target-date vintage; shown as 15 lines, holding $2.07B of the plan's $2.35B. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Blend, collective trust, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Blend Fidelity (FMR) · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $1.03B | 49.6% |
| Fidelity Growth Company Commingled Pool Fidelity (FMR) · Collective trust Recordkeeper's own fund | $327M | 15.8% |
| Spartan Total Market Index Pool Geode Capital Management · Collective trust Index | $235M | 11.3% |
| Fidelity Contrafund Commingled Pool Fidelity (FMR) · Collective trust Recordkeeper's own fund | $161M | 7.8% |
| Vanguard Cash Reserves Federal Money Market Fund Vanguard · Money market | $69.8M | 3.4% |
| Fidelity Balanced Fund Fidelity (FMR) · Collective trust Recordkeeper's own fund | $62.7M | 3.0% |
| GQG Partners International Equity CIT GQG Partners · Collective trust | $51.2M | 2.5% |
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund Index | $46.0M | 2.2% |
| Vanguard Retirement Savings Trust IV Vanguard · Stable value Stable value | $22.3M | 1.1% |
| Spartan Total International Index Pool Geode Capital Management · Collective trust Index | $21.1M | 1.0% |
| 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 |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 3 funds, dropped 2 funds, likely replaced 3 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighFidelity Total Market Index Fund to Spartan Total Market Index Pool | $216M to $235M |
| ReplacedHighFidelity Total International Index Fund to Spartan Total International Index Pool | $12.9M to $21.1M |
| AddedDodge and Cox | $15.9M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
5 more lines and 5 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 1 by compensation.
| Provider | Compensation |
|---|---|
FID INV INST OPS CO11+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 Loan Processing | $119,868 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
11 feature codes on the 2025 filing.
Filed April 10, 2017 (most recent of 2 filings on file).
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
5 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025