Filings through .
2 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
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.
$462K in admin expenses, $130 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
23 funds of $250K or more, counting each target-date vintage; shown as 14 lines, holding $889M of the plan's $943M. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, collective trust, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 11 vintages | $478M | 53.8% |
| Spartan 500 Index Pool Class C Geode Capital Management · Collective trust Index | $169M | 19.0% |
| T. Rowe Price Large Cap Growth Trust B T. Rowe Price · Collective trust | $68.3M | 7.7% |
| Spartan International Index Pool Class C Geode Capital Management · Collective trust Index | $49.0M | 5.5% |
| Vanguard Extended Market Index Fund Vanguard · Mutual fund Index | $35.9M | 4.0% |
| Fidelity Managed Income Portfolio Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $35.4M | 4.0% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $13.4M | 1.5% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $11.5M | 1.3% |
| Diamond Hill Large Cap Port Fee CL R2 Diamond Hill · Collective trust | $9.9M | 1.1% |
| Vanguard Target Income Vanguard · Collective trust | $9.2M | 1.0% |
| 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 |
4 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Likely replaced 2 funds. Moved 1 fund from mutual fund to collective trust. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighSpartan 500 Index Pool Class C to Spartan 500 Index Pool Class C | $142M to $169M |
| ReplacedHighSpartan International Index Pool Class C to Spartan International Index Pool Class C | $33.4M to $49.0M |
| Share class changeDiamond Hill Large Cap Fund Class Y to Diamond Hill Large Cap Port Fee CL R2 | $10.8M to $9.9M |
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.
4 more lines and 1 more change 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 5 by compensation.
| Provider | Compensation |
|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 Advisory (Plan) | $197,503 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 Loan Processing | $174,187 |
AON CONSULTING5 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 Advisory (Plan) | $54,368 |
ERNST & YOUNG LLP6 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 Accounting | $29,624 |
Service code 16 · EIN 53-0181291 Consulting | $7,082 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
Filed January 20, 2015.
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
4 contacts
Phone and email for the actuary and top hat administrator are on Pro.
11 filings · 2015 to 2025