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.
$97K in admin expenses, $226 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
21 funds of $250K or more, counting each target-date vintage; shown as 16 lines, holding $53.7M of the plan's $56.4M. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $24.6M | 45.8% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $7.7M | 14.3% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $4.7M | 8.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.3M | 8.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.7M | 5.0% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $2.7M | 5.0% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $2.4M | 4.5% |
| AF Europac Growth R6 Capital Group · Mutual fund | $1.5M | 2.8% |
| Invesco Discovery Fund Class R6 Invesco · Mutual fund | $941K | 1.8% |
| MID CAP Value Fund R6 Class American Century · Mutual fund | $651K | 1.2% |
| 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds.
| Fund | Year-end value |
|---|---|
| AddedInvesco Discovery Fund Class R6 | $941K |
| AddedVanguard Mid-Cap Index Fund Admiral Shares | $396K |
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.
6 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 3 by compensation.
| Provider | Compensation |
|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 Advisory (Plan) | $37,965 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 64 · EIN 04-2647786 Recordkeeping Fees | $36,052 |
Filed as: PROCOURSE FIDUCIARY ADVISORS LLC Service code 27 · EIN 45-5291215 Advisory (Plan) | $23,079 |
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 May 6, 2019 (most recent of 2 filings on file).
Total covered: 2 employees
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
4 contacts
Phone and email for the actuary and top hat administrator are on Pro.
11 filings · 2015 to 2025