Filings through .
2 of 19 flags tripped on the 2025 filing.
Possible retail share class: $22.7M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$73K in admin expenses, $261 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
18 funds of $250K or more, counting each target-date vintage; shown as 16 lines, holding $22.7M of the plan's $23.2M. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $15.4M | 67.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund Possible retail class A | $1.5M | 6.4% |
| Fidelity Select Technology Portfolio Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $1.2M | 5.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $1.1M | 4.7% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund Possible retail class A | $824K | 3.6% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $620K | 2.7% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund Possible retail class A | $609K | 2.7% |
| Fidelity Mid Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $352K | 1.5% |
| T. Rowe Price Health Sciences Fund T. Rowe Price · Mutual fund Possible retail class A | $310K | 1.4% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $226K | 1.0% |
| 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.
Added 2 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedFidelity Freedony 2045 Fund K6 | $2.3M |
| AddedFidelity 500 Index Fund | $1.1M |
| AddedPgim Total Return Bond Fund Class R6 | $609K |
Stable value and insurance contract lines, renames and class changes are not counted.
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 and 1 more change 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 3 by compensation.
| Provider | Compensation |
|---|---|
USI INSURANCE SERVICES LLC5 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 Advisory (Plan) | $41,680 |
Service code 37 · EIN 04-2647786 Loan Processing | $23,262 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 Advisory (Plan) | $7,560 |
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.
Filed May 7, 1999.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
11 filings · 2015 to 2025