Filings through .
No flags tripped on the 2025 filing.
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 7 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
6 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$143K in admin expenses, $187 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
14 funds of $250K or more; 28 lines in all, holding $22.6M of the plan's $23.1M. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| iii) Common collective trusts: Flexpath CON 2035 R1 Manager not matched · Collective trust | $4.2M | 18.7% |
| Flexpath CON 2045 R1 Manager not matched · Other | $3.9M | 17.3% |
| ii) Mutual funds: IS S&P 500 IDX K Manager not matched · Mutual fund Index | $3.1M | 13.8% |
| Flexpath CON 2055 R1 Manager not matched · Other | $2.4M | 10.5% |
| Flexpath CON RET R1 Manager not matched · Other | $2.2M | 9.8% |
| Large CAP Grth II R1 Manager not matched · Other | $1.1M | 5.0% |
| American Funds American Mutual R6 Capital Group · Mutual fund | $811K | 3.6% |
| American Funds Bond Fund of Amer R6 Capital Group · Mutual fund | $675K | 3.0% |
| FID Growth Strat K6 Fidelity (FMR) · Other Recordkeeper's own fund | $661K | 2.9% |
| IS MSCI EAFE Intl K Manager not matched · Other | $532K | 2.4% |
| 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 |
18 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.
18 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 4 by compensation.
| Provider | Compensation |
|---|---|
Service code 27 · EIN 33-0905143 Advisory (Plan) | $61,968 |
Service code 37 · EIN 04-2647786 Loan Processing | $57,385 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 Advisory (Plan) | $12,682 |
ASSURANCE DIMENSIONS1 year Filed as: ASSURANCE DIMENSIONS LLC Service code 10 · EIN 26-3429295 Accounting | $9,785 |
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.
2 contacts
7 filings · 2019 to 2025