Filings through .
3 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$2K 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.
30 funds of $250K or more; 31 lines in all, holding $66.2M of the plan's $67.3M. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $16.7M | 25.2% |
| Fidelity Spartan U.S. Equity Index Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $15.1M | 22.9% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.1M | 9.2% |
| PIMCO All Value of interest in registered investment companies; Par/Maturity value or PIMCO (Allianz) · Mutual fund | $3.9M | 5.8% |
| Spartan International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.3M | 5.1% |
| ABF Large Cap Value Fund Manager not matched · Mutual fund | $2.4M | 3.6% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.3M | 3.4% |
| Fidelity Equity-Income Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.1M | 3.2% |
| Value of interest in registered investment companies; Par/Maturity value or Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.1M | 3.1% |
| Fidelity Dividend Growth Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.9M | 2.9% |
| 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 |
21 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
21 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 1 by compensation.
| Provider | Compensation |
|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INST OPER CO INC Service code 37 · EIN 04-2647786 Loan Processing | $1,934 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
4 contacts
10 filings · 2016 to 2025