Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$650 in admin expenses, $5 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 48 lines in all, holding $10.1M of the plan's $10.5M. Recordkeeper: ADP.
Target-date series: American Funds Target Date, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $4.2M | 41.8% |
| Fidelity Asset Manager 85% Fidelity (FMR) · Mutual fund | $1.1M | 10.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund | $784K | 7.8% |
| Fidelity Asset Manager 30% Fidelity (FMR) · Mutual fund | $781K | 7.8% |
| Fidelity Select Technology Portfolio Fidelity (FMR) · Mutual fund | $609K | 6.1% |
| Fidelity Asset Manager 70% Fidelity (FMR) · Mutual fund | $312K | 3.1% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market | $217K | 2.2% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $196K | 2.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $167K | 1.7% |
| Fidelity Infl-P BD Index Fidelity (FMR) · Mutual fund Index | $156K | 1.6% |
| 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 |
38 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
38 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 2 by compensation.
| Provider | Compensation |
|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $1,300 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 Shareholder Servicing | $0 |
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 June 11, 2026.
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the top hat administrator are on Pro.
10 filings · 2015 to 2025