Filings through .
4 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Recently cancelled plan
Plan reported a final filing / termination within the last year.
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 8 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
7 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$236K in admin expenses.
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more; 27 lines in all, holding $36.6M of the plan's $37.3M. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedeom Index 2055 Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $8.0M | 21.8% |
| Fidelity Freedeom Index 2060 Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.3M | 14.6% |
| Fidelity Freedeom Index 2050 Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.8M | 13.0% |
| Fidelity Freedeom Index 2045 Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.2M | 8.7% |
| Fidelity Freedeom Index 2040 Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.5M | 6.9% |
| Fidelity Freedeom Index 2030 Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.2M | 6.0% |
| iShares S&P 500 Index Fund BlackRock · ETF Index | $2.2M | 6.0% |
| Fidelity Freedeom Index 2035 Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.6M | 4.4% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $994K | 2.7% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $933K | 2.5% |
| 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 |
17 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
17 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 | $140,843 |
CREATIVE PLANNING LLC3 years Service code 27 · EIN 84-4519624 Advisory (Plan) | $95,238 |
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
8 filings · 2018 to 2025