Filings through .
1 of 17 flags tripped on the 2025 filing.
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
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.
$44K in admin expenses, $261 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
29 funds of $250K or more; 47 lines in all, holding $80.0M of the plan's $87.2M. Recordkeeper: Fidelity (FMR).
Target-date series: SSgA Target Retirement, collective trust, 16% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA S&P 500 Index Fund (M) State Street (SSgA) · Collective trust Index | $23.4M | 29.2% |
| SSgA Target Retirement State Street (SSgA) · Collective trust Target-date, 10 vintages | $12.4M | 15.5% |
| State Street Small/Mid Cap Equity Index Fund Class K State Street (SSgA) · Collective trust Index | $7.5M | 9.4% |
| Blackrock Ishares Russell Inst BlackRock · Mutual fund | $5.6M | 6.9% |
| T. Rowe Price Large Cap Growth Trust-E Fund T. Rowe Price · Collective trust | $5.1M | 6.4% |
| Boston Partners Large Cap Value Equity Fund Class C Boston Partners · Collective trust | $3.7M | 4.7% |
| Interest, Collateral, and Par or Maturity Value American Funds EuroPacific Growth Fund; Class R-6 Capital Group · Mutual fund | $3.4M | 4.2% |
| SSgA Global All Cap Equity Ex-Us Index K State Street (SSgA) · Collective trust Index | $3.0M | 3.8% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $2.3M | 2.9% |
| Prudential Core Bond 7 Prudential (PGIM) · Collective trust | $2.3M | 2.8% |
| 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 |
37 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 3 funds, dropped 1 fund, likely replaced 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeSSgA S&P 500 Index Fund Class K to SSgA S&P 500 Index Fund (M) | $22.4M to $23.4M |
| ReplacedHighOpportunities MFS Value Fund I R6 to Boston Partners Large Cap Value Equity Fund Class C | $4.1M to $3.7M |
| AddedT. Rowe Price Ultra Short Term Bond Invest | $559K |
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.
37 more lines and 3 more changes 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 2 by compensation.
| Provider | Compensation |
|---|---|
Service code 37 · EIN 04-2647786 Loan Processing | $36,149 |
THE FINANCIAL CONSUL3 years Filed as: THE FINANCIAL CONSULATE, INC Service code 26 · EIN 52-1281169 Advisory (Participants) | $11,831 |
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.
2 contacts
11 filings · 2015 to 2025