Filings through .
2 of 19 flags tripped on the 2025 filing.
Possible retail share class: $1.6M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
Few collective trusts
<1% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$10K in admin expenses, $43 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more; 19 lines in all, holding $30.2M of the plan's $32.5M. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $21.1M | 69.9% |
| Fidelity Contrafund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.7M | 8.8% |
| Columbia Threadneedle Ameriprise (Columbia Threadneedle) · Mutual fund Possible retail class A | $1.6M | 5.2% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 3.8% |
| Vang Info Tec Index AD Vanguard · Mutual fund Index | $1.0M | 3.4% |
| Winslow Large CAP TIAA (Nuveen) · Other | $854K | 2.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $458K | 1.5% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $353K | 1.2% |
| T. Rowe Price Equity Income Fund T. Rowe Price · Mutual fund | $196K | 0.6% |
| John Hancock Disciplined Value Mid Cap Fund Class R6 John Hancock (Manulife) · Mutual fund | $182K | 0.6% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVang Info Tec Index AD | $1.0M |
| DroppedSmall Cap Value Fund | $811K |
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, not money moved.
9 more lines in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 Advisory (Plan) | $6,287 |
Service code 37 · EIN 04-2647786 Loan Processing | $3,256 |
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 August 9, 2021.
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
3 contacts
10 filings · 2016 to 2025