Filings through .
1 of 18 flags tripped on the 2025 filing.
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.
$23K in admin expenses, $34 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
21 funds of $250K or more, counting each target-date vintage; shown as 16 lines, holding $58.7M of the plan's $62.9M. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, other, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Other Target-date, 11 vintages | $33.6M | 57.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $14.0M | 23.9% |
| FID Extd MKT IDX Fidelity (FMR) · Other IndexRecordkeeper's own fund | $2.0M | 3.3% |
| MFS MA Inv Grth R4 MFS (Sun Life) · Mutual fund | $1.4M | 2.4% |
| JPM MID CAP Grth R5 JPMorgan · Other | $1.3M | 2.3% |
| Victory S Est Val R6 Victory Capital · Mutual fund | $1.1M | 1.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $914K | 1.6% |
| maturing through January 2030 Manager not matched · Other | $888K | 1.5% |
| Baird Core Plus Inst Baird · Mutual fund | $881K | 1.5% |
| Vang Explorer ADM Vanguard · Other | $752K | 1.3% |
| 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.
6 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 |
|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 Loan Processing | $23,095 |
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.
2 contacts
11 filings · 2015 to 2025