Filings through .
1 of 17 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$107K in admin expenses, $419 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
22 funds of $250K or more; 30 lines in all, holding $33.5M of the plan's $33.7M. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.8M | 17.3% |
| Great Gray Flexpath Index + Moderate 2045 Fund Manager not matched · Collective trust Index | $3.9M | 11.7% |
| Great Gray Stable Value Fund Manager not matched · Insurance contract | $3.3M | 9.9% |
| Great Gray Trust Company, LLC FlexPath Index Moderate 2035 Manager not matched · Collective trust Index | $2.4M | 7.2% |
| Great Gray flexPATH Index Mod 2055 CIT Manager not matched · Collective trust Index | $2.2M | 6.6% |
| Great Gray Trust Company, LLC Large Cap Growth Fund II Class Manager not matched · Collective trust | $2.1M | 6.4% |
| Great Gray flexPATH IDX Aggressive 2035 Manager not matched · Collective trust Index | $2.1M | 6.3% |
| Great Gray flexPATH Index Moderate Retirement N/R Manager not matched · Collective trust Index | $1.8M | 5.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.3M | 4.0% |
| Great Gray Trust Company Mid Cap Growth II Fund Manager not matched · Collective trust | $1.3M | 3.9% |
| 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 |
20 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund. Moved 3 funds from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustGreat Gray Flexpath Index+ Moderate 2045 Fund to Great Gray flexPath Index+ Moderate 2065 CIT | $3.1M to $80K |
| AddedGreat Gray Trust Company, LLC FlexPath Index Moderate 2035 | $2.4M |
| Mutual fund to collective trustGreat Gray Flexpath Index+ Moderate 2055 Fund to Great Gray flexPATH Index Mod 2055 CIT | $2.0M to $2.2M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 8 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.
20 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 2 by compensation.
| Provider | Compensation |
|---|---|
KESTRA FINANCIAL8 years Filed as: KESTRA INVESTMENT SERVICES LLC Service code 27 · EIN 35-2552359 Advisory (Plan) | $60,269 |
Service code 37 · EIN 04-2647786 Loan Processing | $46,932 |
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 April 29, 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.
3 contacts
11 filings · 2015 to 2025