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 9 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
8 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$40K in admin expenses, $155 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 58 lines in all, holding $8.7M of the plan's $8.8M. Recordkeeper: Epic Retirement Plan Services.
Target-date series: Vanguard Target Retirement, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $5.6M | 64.5% |
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $866K | 10.0% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $624K | 7.2% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund | $350K | 4.0% |
| Fidelity Magellan Fund Fidelity (FMR) · Mutual fund | $180K | 2.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $90K | 1.0% |
| Fidelity Pacific Basin Fund Fidelity (FMR) · Mutual fund | $81K | 0.9% |
| Fidelity Puritan Fund Fidelity (FMR) · Mutual fund | $76K | 0.9% |
| Fidelity Disciplnd Eqty Fidelity (FMR) · Mutual fund | $72K | 0.8% |
| Fidelity Sel Software Fidelity (FMR) · Mutual fund | $71K | 0.8% |
| 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 |
48 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
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. They do not show money moved.
48 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 4 by compensation.
| Provider | Compensation |
|---|---|
Service code 15 · EIN 16-1450952 Recordkeeping | $27,011 |
Filed as: FOCUS WEALTH PARTNERS Service code 27 · EIN 90-0751149 Advisory (Plan) | $10,566 |
Filed as: FIDELITY INV INST OPERATIONS CO INC Service code 13 · EIN 04-2647786 Contract Administrator | $2,250 |
Service code 59 · EIN 94-1737782 Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
3 contacts
9 filings · 2017 to 2025