Filings through .
3 of 18 flags tripped on the 2026 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Recently cancelled plan
Plan reported a final filing / termination within the last year.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $49 a month.
Showing the 2026 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. Free for 7 days, then $49 a month.
$7.2M in admin expenses.
The funds on the plan's investment schedule and what changed since the prior filing.
7 funds of $250K or more; 23 lines in all, holding $7.0M of the plan's $7.0M. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $3.2M | 46.1% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.7M | 24.2% |
| U.S. Core Equity 1 Portfolio - Institutional Class Dimensional · Mutual fund | $693K | 9.9% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $220K | 3.1% |
| Fidelity Real Estate Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $190K | 2.7% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $177K | 2.5% |
| Morley Stable Value Fund Principal · Stable value Stable value | $123K | 1.8% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $102K | 1.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $97K | 1.4% |
| DFA US Small Cap I Fund Dimensional · Mutual fund | $93K | 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 |
13 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, not money moved.
13 more lines in this lineup are on Pro. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Not reported. Schedule C was not filed with this plan's most recent Form 5500, so no paid service providers are listed.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2026 filing.
2 contacts
11 filings · 2016 to 2026