Filings through .
1 of 18 flags tripped on the 2025 filing.
Possible retail share class: $15.3M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$15K in admin expenses, $56 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 16 lines, holding $25.8M of the plan's $33.0M. Recordkeeper: Empower.
Target-date series: Fidelity Freedom, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $8.6M | 33.2% |
| Vanguard 500 Index F Vanguard · Mutual fund Index | $5.1M | 19.7% |
| Aim Counselor Ser TR Invsc Core Fund A Manager not matched · Mutual fund Possible retail class A | $2.5M | 9.5% |
| MassMutual Pooled Stable Trust Class 50 MassMutual · Collective trust | $1.8M | 7.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 6.0% |
| Fidelity Advisor Intl Cap Appr A Fidelity (FMR) · Mutual fund Possible retail class A | $1.3M | 5.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 4.9% |
| PIMCO Real Return Fund A PIMCO (Allianz) · Mutual fund Possible retail class A | $1.1M | 4.3% |
| MFS Mid Cap Growth Fund A MFS (Sun Life) · Mutual fund Possible retail class A | $988K | 3.8% |
| Virtus Duff Phelps Real Estate Sec A Virtus · Other | $444K | 1.7% |
| 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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.
6 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 |
|---|---|
USI INSURANCE SERVICES LLC2 years Filed as: USI CONSULTING GROUP Service code 12 · EIN 06-1053228 Claims processing; Redemption fees; V... | $14,509 |
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