Filings through .
2 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$40K in admin expenses, $22 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
19 funds of $250K or more, counting each target-date vintage; shown as 13 lines, holding $49.7M of the plan's $52.6M. Recordkeeper: Fidelity (FMR).
Target-date series: JPMorgan SmartRetirement, mutual fund, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 10 vintages | $35.4M | 71.2% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.1M | 12.2% |
| Empower Guaranteed Income Fund Empower · Insurance contract | $2.1M | 4.3% |
| Fidelity Total Bond K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.3M | 2.7% |
| JPMorgan U.S. Garp Equity Fund Class R6 JPMorgan · Mutual fund | $1.1M | 2.2% |
| Washington Mutual Investors Fund Capital Group · Mutual fund | $897K | 1.8% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $737K | 1.5% |
| Allspring Special Mid Cap Value Fund Class R6 Allspring · Mutual fund | $700K | 1.4% |
| Federated Hermes MDT Mid Cap Growth Fund Institutional Shares Federated Hermes · Mutual fund | $591K | 1.2% |
| Janus Henderson Triton Fund Janus Henderson · Mutual fund | $314K | 0.6% |
| 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 |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedWilliam Blair Large Cap Growth Fund Class R6 | $1.4M |
| AddedJPMorgan U.S. Garp Equity Fund Class R6 | $1.1M |
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.
3 more lines 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 |
|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 Loan Processing | $40,435 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025