Filings through .
2 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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 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.
$38K in admin expenses, $132 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; 21 lines in all, holding $21.4M of the plan's $21.5M. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 41% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $8.8M | 41.2% |
| Value Mutual Funds: Fidelity 500 Index Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.9M | 22.9% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $922K | 4.3% |
| Growth Fund R6 Class Blackrock Advantage International Mutual fund BlackRock · Mutual fund | $869K | 4.1% |
| Investor Class Fidelity Strategic Income Fund Mutual fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $802K | 3.8% |
| Value Fund Class R6 American Century Short Dur Inf Mutual fund American Century · Mutual fund | $791K | 3.7% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $756K | 3.5% |
| Stable Value Fund Standard Insurance Company StanCorp (Meiji Yasuda) · Insurance contract | $642K | 3.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $627K | 2.9% |
| International Opportunities Fund Vanguard Morningstar Value Index Mutual fund Vanguard · Mutual fund Index | $356K | 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 |
11 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
11 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 |
|---|---|
Filed as: FIDELITY INVEST INST OPER CO LLC Service code 37 · EIN 04-2647786 Loan Processing | $28,543 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 Advisory (Plan) | $9,084 |
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.
2 contacts
3 filings · 2023 to 2025