Filings through .
2 of 17 flags tripped on the 2025 filing.
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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.
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
2 funds hold $213K of the plan's $79.1M. Recordkeeper: not identified.
Target-date series: Fidelity Freedom, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 3 vintages | $177K | 83.1% |
| Goldman Sachs Financial Square Government Fund Goldman Sachs · Money market | $36K | 16.9% |
No lineup changes between the 2024 and 2025 filings.
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.
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.
This plan did not file a Schedule C with its most recent Form 5500, so no paid service providers are listed.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025