Filings through .
1 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.
$489K in admin expenses, $44 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
23 funds of $250K or more, counting each target-date vintage; shown as 12 lines, holding $2.48B of the plan's $2.61B. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, collective trust, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Collective trust Target-date, 13 vintages | $1.19B | 48.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $331M | 13.3% |
| Fidelity Contrafund Commingled Pool Fidelity (FMR) · Collective trust Recordkeeper's own fund | $299M | 12.0% |
| Invesco Henkel Stable Value Account Invesco · Insurance contract | $152M | 6.1% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $125M | 5.0% |
| AC High Quality Smid Cap Morgan Stanley · Separate account | $113M | 4.5% |
| Fidelity International Discovery Pool Fidelity (FMR) · Collective trust Recordkeeper's own fund | $78.6M | 3.2% |
| Putnam Large Cap Value Trust Franklin Templeton · Collective trust | $78.6M | 3.2% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $43.8M | 1.8% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund | $27.4M | 1.1% |
| 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 |
2 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighMFS Growth Fund R6 to JPMorgan Large Cap Growth Fund | $129M to $125M |
| DroppedLoomis Sayles Core Plus Fixed Income Fund | $40.2M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
2 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 1 by compensation.
| Provider | Compensation |
|---|---|
Filed as: FIDELITY INVEST INSTIT'L OPER CO Service code 37 · EIN 04-2647786 Loan Processing | $488,966 |
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 February 7, 2007 (most recent of 2 filings on file).
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.
5 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025