Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
7 funds of $250K or more; 16 lines in all, holding $5.3M of the plan's $5.6M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: BlackRock LifePath Index, collective trust, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Collective trust Target-date, 10 vintages | $3.6M | 68.7% |
| BlackRock Equity Index Fund GG BlackRock · Collective trust Index | $597K | 11.3% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market | $393K | 7.4% |
| Fidelity Small Cap Growth Fund Fidelity (FMR) · Mutual fund | $253K | 4.8% |
| Fidelity Growth Company K6 Fund Fidelity (FMR) · Mutual fund | $119K | 2.3% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $111K | 2.1% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund Index | $99K | 1.9% |
| Registered Investment Companies Fidelity Contra Fund K6 Fidelity (FMR) · Mutual fund | $39K | 0.7% |
| Columbia Trust Dividend Income Fund Institutional 1 Ameriprise (Columbia Threadneedle) · Collective trust | $14K | 0.3% |
| BlackRock Total Return Bond Fund T BlackRock · Collective trust | $10K | 0.2% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.