Filings through .
2 of 17 flags tripped on the 2025 filing.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$36K in admin expenses, $108 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
7 funds of $250K or more; 19 lines in all, holding $24.8M of the plan's $24.3M. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 5% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Continued Balance Brought Forward Manager not matched · Mutual fund | $18.9M | 76.3% |
| Galliard Stable Return Fund M Allspring · Collective trust | $2.5M | 10.2% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 4 vintages | $1.3M | 5.4% |
| Mellon SP 500 Stock Index BNY · Mutual fund Index | $823K | 3.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $452K | 1.8% |
| BNY Mellon Smallcap Stock Index Fund BNY · Mutual fund Index | $185K | 0.7% |
| AB Small Cap Growth Portfolio Advisor Class AllianceBernstein · Mutual fund | $111K | 0.4% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $92K | 0.4% |
| BNY Mellon Midcap Index Fund, Inc. BNY · Mutual fund Index | $75K | 0.3% |
| Dodge & Cox International Stock Fund Class X Dodge & Cox · Mutual fund | $60K | 0.2% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds.
| Fund | Year-end value |
|---|---|
| AddedMellon SP 500 Stock Index | $823K |
| AddedJPMorgan Large Cap Growth Fund Class R6 | $452K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 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.
9 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 1 by compensation.
| Provider | Compensation |
|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 Sub-TA Fees | $36,374 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025