Filings through .
1 of 18 flags tripped on the 2025 filing.
Possible retail share class: $38.2M
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 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.
$13K in admin expenses, $40 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
46 funds of $250K or more; 132 lines in all, holding $59.4M of the plan's $62.0M. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 10% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Management Trust Company FID 500 Index Fidelity (FMR) · Collective trust IndexRecordkeeper's own fund | $8.3M | 14.0% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $5.7M | 9.5% |
| Fidelity Management Trust Company Fidelity Mid Cap Index Fund Fidelity (FMR) · Collective trust IndexRecordkeeper's own fund | $3.3M | 5.5% |
| Fidelity Freedom Fidelity (FMR) · Collective trust Target-date, 9 vintagesRecordkeeper's own fund | $3.1M | 5.2% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.9M | 4.9% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.8M | 4.7% |
| Fidelity Management Trust Company Fidelity Small Cap Index Fund Fidelity (FMR) · Collective trust IndexRecordkeeper's own fund | $2.6M | 4.4% |
| Fidelity Management Fidelity Growth Company Trust Company Fidelity (FMR) · Collective trust Recordkeeper's own fund | $2.4M | 4.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.3M | 3.9% |
| Fidelity Management Trust Company Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Collective trust IndexRecordkeeper's own fund | $1.5M | 2.5% |
| 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 |
122 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedAscensus, LLC Market Fund | $1.1M |
| AddedMutual Funds (Continued): Fidelity Management Trust Company Fidelity Total Bond Fund | $604K |
| AddedFidelity U.S. Sustainability Index Fund | $426K |
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.
122 more lines and 1 more change 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 |
|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 Loan Processing | $3,111 |
Filed as: FIDELITY Service code 64 · EIN 04-2647786 245 SUMMER ST. · BOSTON, MA 02210 Recordkeeping Fees | $40 |
LINCOLN FINANCIAL ADVISORS CORP11+ years Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-0472300 Contract Administrator | $25 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
Filed October 22, 2013.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
2 contacts
11 filings · 2015 to 2025