Filings through .
2 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Possible retail share class: $1.1M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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 8 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
7 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$213K in admin expenses, $217 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; 40 lines in all, holding $33.7M of the plan's $33.7M. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $24.2M | 71.8% |
| Collective Fidelity Large Cap Growth Fund Class I1 Fidelity (FMR) · Collective trust Recordkeeper's own fund | $2.2M | 6.7% |
| ClearBridge Large Cap Value Fund Class A Franklin Templeton · Mutual fund Possible retail class A | $818K | 2.4% |
| Fidelity Management Trust Company Fidelity (FMR) · Collective trust Recordkeeper's own fund | $761K | 2.3% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price · Mutual fund | $734K | 2.2% |
| Carillon Scout Mid Cap Fund Class I Raymond James · Mutual fund | $485K | 1.4% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $474K | 1.4% |
| NMR Emerging Markets Iinst Fund Manager not matched · Mutual fund | $437K | 1.3% |
| BlackRock Tech Opp Instl BlackRock · Mutual fund | $403K | 1.2% |
| T. Rowe Price Comm & Tech T. Rowe Price · Mutual fund | $318K | 0.9% |
| 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 |
30 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedNMR Emerging Markets Iinst Fund | $437K |
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.
30 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 3 by compensation.
| Provider | Compensation |
|---|---|
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 Advisory (Plan) | $126,496 |
Service code 60 · EIN 04-2647786 Sub-TA Fees | $68,551 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 Advisory (Plan) | $17,796 |
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.
4 contacts
8 filings · 2018 to 2025