Filings through .
2 of 18 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.)
Possible retail share class: $13.7M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$76K in admin expenses, $285 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
16 funds of $250K or more, counting each target-date vintage; shown as 15 lines, holding $16.5M of the plan's $17.2M. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $8.8M | 53.4% |
| Alliance Bernstein US Large Cap Growth (W Series) G AllianceBernstein · Collective trust | $2.1M | 12.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $1.7M | 10.3% |
| Baron Capital Baron Focused Growth Fund Instnl Shares Manager not matched · Mutual fund Possible retail class A | $987K | 6.0% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $611K | 3.7% |
| Fidelity Balanced Fund Fidelity Advisor Balanced Fund: Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $481K | 2.9% |
| PIMCO PIMCO Income Fund Instnl Class PIMCO (Allianz) · Mutual fund Possible retail class A | $476K | 2.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $367K | 2.2% |
| Janus Henderson Triton Fund Class T Janus Henderson · Mutual fund Possible retail class A | $278K | 1.7% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $236K | 1.4% |
| 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 |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeFidelity Freedom Index 2030 Fund Institutional Premium Class to Fidelity Freedom Index 2030 Fund | $6.5M to $8.8M |
| AddedBaron Capital Baron Focused Growth Fund Instnl Shares | $987K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
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.
5 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 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 Advisory (Plan) | $39,899 |
Service code 37 · EIN 04-2647786 Loan Processing | $32,575 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
Filed October 1, 2024 (most recent of 5 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025