Filings through .
2 of 18 flags tripped on the 2025 filing.
Few collective trusts
<1% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
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 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. Free for 7 days, then $49 a month.
$7K in admin expenses, $49 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
22 funds of $250K or more, counting each target-date vintage; shown as 18 lines, holding $69.4M of the plan's $89.4M. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $43.1M | 62.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $9.6M | 13.9% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price Growth Stock Fund-I Class T. Rowe Price · Mutual fund | $4.0M | 5.7% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $2.2M | 3.2% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.9M | 2.8% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $1.9M | 2.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.5M | 2.1% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $1.3M | 1.9% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $899K | 1.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $833K | 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 |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighMetwest Tot Rtn Bd P to Dodge & Cox Income Fund Class X | $1.1M to $1.3M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 stable value or insurance lines.
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.
8 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.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
Filed as: ROBERT W. BAIRD & CO., INCORPORATED Service code 26 · EIN 39-6037917 Advisory (Participants) | $30,000 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 Accounting | $19,500 |
Service code 37 · EIN 04-2647786 Loan Processing | -$19,986 |
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
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025