Filings through .
1 of 18 flags tripped on the 2025 filing.
Possible retail share class: $16.1M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$83K in admin expenses, $277 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
22 funds of $250K or more; 26 lines in all, holding $46.4M of the plan's $47.3M. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray Trust Co. Retirement 2035 I1 Common/Collective Trust Manager not matched · Collective trust | $6.4M | 13.9% |
| Great Gray Trust Co. Retirement 2030 I1 Common/Collective Trust Manager not matched · Collective trust | $5.1M | 11.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $4.2M | 9.1% |
| Great Gray Trust Co. Retirement 2040 I1 Common/Collective Trust Manager not matched · Collective trust | $3.1M | 6.6% |
| Great Gray Trust Co. Retirement 2045 I1 Common/Collective Trust Manager not matched · Collective trust | $3.1M | 6.6% |
| Great Gray Trust Co. Retirement 2050 I1 Common/Collective Trust Manager not matched · Collective trust | $3.0M | 6.5% |
| Fidelity Total Bond Fund Fidelity Advisor Total Bond Fund: Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $2.5M | 5.5% |
| Crln S Mid Cap I Manager not matched · Mutual fund Possible retail class A | $2.4M | 5.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund Possible retail class A | $2.3M | 4.8% |
| Great Gray Large Cap Value I1 Fund Manager not matched · Collective trust | $2.1M | 4.5% |
No lineup changes between the 2024 and 2025 filings.
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, not money moved.
16 more lines in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
NFP RETIREMENT INC7 years Filed as: NFP CORPORATE SERVICES (MN) INC Service code 27 · EIN 41-1505971 Advisory (Plan) | $55,586 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 Loan Processing | $27,543 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
Filed November 2, 2004.
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
3 contacts
11 filings · 2015 to 2025