Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$5,818 |
9 funds of $250K or more; 10 lines in all, holding $52.4M of the plan's $70.2M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $11.6M | 22.1% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $10.9M | 20.8% |
| Gqg Partners Emerging Markets Equity CIT GQG Partners · Collective trust | $10.2M | 19.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.1M | 11.7% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.7M | 10.9% |
| Other general investments Boyd Watterson GSA Fund LP Manager not matched · Mutual fund | $3.3M | 6.2% |
| Vanguard Short-Term Investment Inst Vanguard · Mutual fund | $2.3M | 4.5% |
| Oaktree Real Estate Income Fund Manager not matched · Collective trust | $1.7M | 3.3% |
| Fidelity Government Money Market K6 Interest bearing cash Fidelity (FMR) · Money market Recordkeeper's own fund | $472K | 0.9% |
| Fidelity Investments Government Money Mutual Funds Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $99K | 0.2% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.