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.
Fewer than 3 years of filings on record. Charts show once 3 consecutive filings are on file.
$12K in admin expenses, $16 per participant (all participants, line 6f).
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 OPERATIONS Service code 13 · EIN 04-2647786 Contract Administrator | $7,450 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 Advisory (Plan) | $4,066 |
Service code 60 Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
Filed April 8, 2024 (most recent of 5 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
9 contacts
Phone and email for the actuary and top hat administrator are on Pro.
2 filings · 2024 to 2025