Filings through .
1 of 17 flags tripped on the 2025 filing.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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.
$762K in admin expenses, $1944 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more; 21 lines in all, holding $76.4M of the plan's $76.5M. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Spartan 500 Index Pool Fidelity (FMR) · Collective trust IndexRecordkeeper's own fund | $16.6M | 21.8% |
| Fiam Long U.S. Treasury Strips Index Fidelity (FMR) · Collective trust IndexRecordkeeper's own fund | $15.4M | 20.1% |
| Spartan World Minimum Volatility Index Pool Fidelity (FMR) · Collective trust IndexRecordkeeper's own fund | $11.5M | 15.0% |
| Fiam Long Corporate A OR Better Commingled Pool Fidelity (FMR) · Collective trust Recordkeeper's own fund | $5.5M | 7.2% |
| Fiam Long Duration CIT Fidelity (FMR) · Collective trust Recordkeeper's own fund | $4.9M | 6.4% |
| Fidelity Select International Pool Fidelity (FMR) · Collective trust Recordkeeper's own fund | $3.5M | 4.6% |
| Fiam Emerging Markets Debt Commingled Pool Fidelity (FMR) · Collective trust Recordkeeper's own fund | $2.9M | 3.8% |
| Fidelity Small/Mid Cap Opportunities Fidelity (FMR) · Collective trust Recordkeeper's own fund | $2.4M | 3.2% |
| Fiam Select Emerging Market Equity Commingled Pool Fidelity (FMR) · Collective trust Recordkeeper's own fund | $2.0M | 2.6% |
| Fidelity Emerging Markets Collective Investment Trust Fund Fidelity (FMR) · Collective trust Recordkeeper's own fund | $2.0M | 2.6% |
| 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 |
11 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 4 funds, dropped 3 funds. Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustSpartan World Minimum Volatility Index P to Spartan World Minimum Volatility Index Pool | $13.5M to $11.5M |
| AddedFidelity International Value Fund | $1.7M |
| AddedFidelity Overseas Fund | $1.7M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
11 more lines and 5 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 3 by compensation.
| Provider | Compensation |
|---|---|
Filed as: FIDELITY INST ASSET MANAGEMENT Service code 27 · EIN 20-4659714 Advisory (Plan) | $341,862 |
Filed as: FIDELITY MANAGEMENT TRUST CO Service code 13 · EIN 04-2723880 Contract Administrator | $72,962 |
APRIO LLP3 years Filed as: APRIO, LLP Service code 10 · EIN 57-1157523 Accounting | $20,475 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Brianna Zambito Fidelity Investments Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
Filed July 13, 2009 (most recent of 4 filings on file).
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.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025