Filings through .
2 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$1.5M in admin expenses, $83 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
36 funds of $250K or more; 109 lines in all, holding $2.36B of the plan's $2.52B. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $1.41B | 60.0% |
| Vanguard Institutional Index Fund Institutional Plus Shares Vanguard · Mutual fund Index | $271M | 11.5% |
| Vanguard Russell 1000 Growth Index Fund Institutional Shares Vanguard · Mutual fund Index | $136M | 5.8% |
| Vanguard Mid-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $72.7M | 3.1% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund Index | $65.2M | 2.8% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $55.1M | 2.3% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $51.3M | 2.2% |
| Vanguard Vmmr-Fed Mkt Vanguard · Money market | $44.5M | 1.9% |
| Total Global Stock Account TIAA (Nuveen) · Mutual fund | $39.6M | 1.7% |
| Vanguard Value Index Fund Institutional Shares Vanguard · Mutual fund Index | $30.6M | 1.3% |
| 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 |
99 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedEupac Fund Class R-6 | $11.2M |
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.
99 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 8 by compensation.
| Provider | Compensation |
|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INVESTMENTS INST OPS CO IN Service code 15 · EIN 04-2647786 Recordkeeping | $709,866 |
STRATEGIC ADVISORS, INC.11+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 Advisory (Plan) | $666,856 |
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 Advisory (Plan) | $93,427 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 15 · EIN 04-2723880 Recordkeeping | $47,037 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE COM Service code 13 · EIN 74-1625348 Contract Administrator | $17,190 |
Filed as: EXTEND HEALTH LLC DBA WTW Service code 11 · EIN 26-0775680 Actuarial | $7,826 |
TIAA4 years Service code 13 · EIN 13-1624203 Contract Administrator | $7,657 |
LINCOLN FINANCIAL ADVISORS CORP11+ years Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 Contract Administrator | $30 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
Filed January 12, 2024 (most recent of 14 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
5 contacts
Phone and email for the actuary and top hat administrator are on Pro.
11 filings · 2015 to 2025