Filings through .
2 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.
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.
$231K in admin expenses, $115 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
28 funds of $250K or more, counting each target-date vintage; shown as 19 lines, holding $184M of the plan's $188M. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $95.5M | 51.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $28.7M | 15.6% |
| Principal PGI Blue Chip Equity Fund Principal · Collective trust | $14.4M | 7.8% |
| Great Gray Stable Value Fund Fee Class R1 Manager not matched · Stable value Stable value | $6.3M | 3.4% |
| Fidelity Mid-Cap Stock K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $5.7M | 3.1% |
| Fidelity International Discovery K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $5.1M | 2.8% |
| Great Gray Large Cap Value Fund III Class R1 Manager not matched · Collective trust | $4.9M | 2.7% |
| Fidelity Balanced Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $4.7M | 2.6% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $4.3M | 2.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.8M | 2.1% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund. Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard Target Retirement (mutual fund, Instl) to Vanguard Institutional Target Retirement 2040 Fund Institutional Shares | $85.2M to $95.5M |
| AddedFidelity Total Bond Fund | $4.3M |
| Share class changeGreat Gray Mid Cap Growth Fund II Class I - Collective Trust Fund i to Great Gray Mid Cap Growth Fund II Class I1 | $1.3M to $875K |
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.
9 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 3 by compensation.
| Provider | Compensation |
|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 Loan Processing | $130,920 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 Advisory (Plan) | $66,520 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC Service code 16 · EIN 33-0905143 Consulting | $35,000 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
Filed July 31, 2003 (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