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.
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. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$51K in admin expenses, $217 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more, counting each target-date vintage; shown as 9 lines, holding $20.0M of the plan's $20.5M. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $15.7M | 78.6% |
| or Similar Party Par or Maturity Value Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.9M | 9.7% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.3M | 6.5% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund | $336K | 1.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $266K | 1.3% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $189K | 0.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $111K | 0.6% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $102K | 0.5% |
| US Money Market Class I Manager not matched · Money market | $50K | 0.2% |
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.
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.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
FORUSALL ADVISORS LLC5 years Service code 27 · EIN 46-1803145 Advisory (Plan) | $49,375 |
Service code 37 · EIN 04-2647786 Loan Processing | $1,538 |
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.
4 contacts
11 filings · 2015 to 2025