Filings through .
3 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Failed to provide benefit
Form 5500 reported that benefits due were not provided when due.
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value 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.
$536K in admin expenses, $53 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
18 funds of $250K or more, counting each target-date vintage; shown as 14 lines, holding $3.92B of the plan's $4.26B. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, collective trust, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 5 vintages | $1.14B | 29.0% |
| Fidelity Contrafund Commingled Pool Fidelity (FMR) · Collective trust Recordkeeper's own fund | $788M | 20.1% |
| Vanguard Institutional 500 Index Trust Vanguard · Collective trust Index | $682M | 17.4% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $173M | 4.4% |
| Vanguard Extended Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $164M | 4.2% |
| MFS Blended Research Mid Cap Equity Fund R6 MFS (Sun Life) · Mutual fund | $150M | 3.8% |
| Vanguard Strategic Small-Cap Equity Fund Investor Shares Vanguard · Mutual fund | $144M | 3.7% |
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $140M | 3.6% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $139M | 3.5% |
| Putnam Blended Stable Value Fund Franklin Templeton · Insurance contract | $128M | 3.3% |
| 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 |
4 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
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.
4 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 5 by compensation.
| Provider | Compensation |
|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 Advisory (Plan) | $416,758 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 Loan Processing | $166,522 |
HYAS GROUP, LLC2 years Filed as: THE HYAS GROUP Service code 27 · EIN 11-3658445 Advisory (Plan) | $108,514 |
TRUCKER HUSS10+ years Service code 29 · EIN 94-3216063 Legal | $72,919 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 Accounting | $29,925 |
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 7, 2008 (most recent of 2 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.
2 contacts
11 filings · 2015 to 2025