Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
1% 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 3 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
2 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$98K in admin expenses, $182 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
12 funds of $250K or more; 18 lines in all, holding $18.3M of the plan's $18.9M. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 8 vintagesRecordkeeper's own fund | $11.6M | 63.2% |
| similar party par, or maturity value Cost value Mutual Funds: Fidelity Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.5M | 19.1% |
| 2025 Fund Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $883K | 4.8% |
| 2060 Fund JPMorgan Large Cap Mutual fund JPMorgan · Mutual fund | $629K | 3.4% |
| Growth Index Fidelity Freedom Mutual Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $284K | 1.5% |
| 2065 Fund Fidelity Mid Cap Index Mutual fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $253K | 1.4% |
| TRP Stable Common Trust Fund T. Rowe Price · Collective trust | $244K | 1.3% |
| 2020 Fund Columbia Dividend Mutual fund Ameriprise (Columbia Threadneedle) · Mutual fund | $190K | 1.0% |
| Fidelity Small Cap Income Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $164K | 0.9% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $162K | 0.9% |
| 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 |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds.
| Fund | Year-end value |
|---|---|
| Addedsimilar party par, or maturity value Cost value Mutual Funds: Fidelity | $3.5M |
| AddedGrowth Index Fidelity Freedom Mutual Fund | $284K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 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.
8 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 2 by compensation.
| Provider | Compensation |
|---|---|
Service code 37 · EIN 04-2647786 Loan Processing | $59,901 |
Service code 27 · EIN 43-1451524 Advisory (Plan) | $30,596 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
2 contacts
3 filings · 2023 to 2025