Filings through .
4 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Recently cancelled plan
Plan reported a final filing / termination within the last year.
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.
$93K in admin expenses.
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds hold $54K of the plan's $92K. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Janus Henderson Flexible Bond Fund Class I Janus Henderson · Mutual fund | $16K | 29.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $14K | 25.5% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $13K | 23.9% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $4K | 6.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $3K | 5.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2K | 3.5% |
| Fidelity International Sustainability Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1K | 2.4% |
| Allspring Small Company Value Fund Class R6 Allspring · Mutual fund | $665 | 1.2% |
| Touchstone Mid Cap R6 Fund Stock Price Western & Southern · Mutual fund | $600 | 1.1% |
| BlackRock Mid-Cap Value Fund Institutional BlackRock · Mutual fund | $483 | 0.9% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
1 more fund in this lineup: name, manager, vehicle, dollars and share are on Pro.
1 more line in this lineup is 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.
This plan did not file a Schedule C with its most recent Form 5500, so no paid service providers are listed.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025