Filings through .
1 of 18 flags tripped on the 2025 filing.
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.
$113K in admin expenses, $90 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
32 funds of $250K or more, counting each target-date vintage; shown as 24 lines, holding $85.6M of the plan's $87.7M. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $47.2M | 55.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $7.1M | 8.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $5.0M | 5.9% |
| Fidelity Advisor Stable Value Portfolio Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $4.2M | 4.9% |
| Harbor Capital Appreciation Fund Instituational Class Harbor Capital · Mutual fund | $3.8M | 4.4% |
| Carillon Eagle Mid Cap Growth Fund Class R-5 Raymond James · Mutual fund | $2.8M | 3.2% |
| tdentity of issuer, borrower Description Manager not matched · Other | $2.3M | 2.7% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $2.0M | 2.4% |
| MFS Global Growth Fund R6 MFS (Sun Life) · Mutual fund | $1.9M | 2.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.8M | 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 |
14 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
14 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 2 by compensation.
| Provider | Compensation |
|---|---|
ROBERT W BAIRD & CO INCORPORATED11+ years Filed as: ROBERT W BAIRD & CO Service code 27 · EIN 39-6037917 Advisory (Plan) | $70,942 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 Loan Processing | $41,783 |
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
11 filings · 2015 to 2025