Filings through .
1 of 17 flags tripped on the 2025 filing.
Failed to provide benefit
Form 5500 reported that benefits due were not provided when due.
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.
$1.0M in admin expenses, $89 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
27 funds of $250K or more; 28 lines in all, holding $684M of the plan's $696M. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Fiam Inx TD 2035 T Fidelity (FMR) · Collective trust Recordkeeper's own fund | $95.8M | 14.0% |
| Fiam Inx TD 2030 T Fidelity (FMR) · Collective trust Recordkeeper's own fund | $84.9M | 12.4% |
| Fiam Inx TD 2040 T Fidelity (FMR) · Collective trust Recordkeeper's own fund | $82.2M | 12.0% |
| Fiam Inx TD 2045 T Fidelity (FMR) · Collective trust Recordkeeper's own fund | $66.0M | 9.6% |
| Fiam Inx TD 2050 T Fidelity (FMR) · Collective trust Recordkeeper's own fund | $57.6M | 8.4% |
| Fiam Inx TD 2055 T Fidelity (FMR) · Collective trust Recordkeeper's own fund | $44.6M | 6.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $37.9M | 5.5% |
| Fiam Inx TD 2025 T Fidelity (FMR) · Collective trust Recordkeeper's own fund | $37.1M | 5.4% |
| Harbor Capital Appreciation Trust Harbor Capital · Collective trust | $28.6M | 4.2% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $26.7M | 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 |
18 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 2 funds. Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustHarbor Capital Appreciation Fund to Harbor Capital Appreciation Trust | $27.8M to $28.6M |
| DroppedWestern Asset Investments: Core Bond Fund | $3.4M |
| AddedPrudential Core Plus Bond Fund Class 5 | $3.1M |
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.
18 more lines and 2 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 4 by compensation.
| Provider | Compensation |
|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 Sub-TA Fees | $488,472 |
KESTRA FINANCIAL2 years Filed as: KESTRA INVESTMENT SERVICES LLC Service code 27 · EIN 35-2552359 Advisory (Plan) | $364,994 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 Consulting | $47,073 |
Filed as: AZZAD ASSET MANAGMENT, I NC. Service code 26 · EIN 22-3746116 Advisory (Participants) | $21,489 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
Filed February 26, 2020.
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
7 contacts
Phone and email for the actuary and top hat administrator are on Pro.
11 filings · 2015 to 2025