Filings through .
No flags tripped on the 2025 filing.
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.
Fewer than 3 years of filings on record. Charts show once 3 consecutive filings are on file.
$101K in admin expenses, $77 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
26 funds of $250K or more, counting each target-date vintage; shown as 18 lines, holding $281M of the plan's $285M. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, collective trust, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 11 vintages | $122M | 43.2% |
| Fidelity Growth Company K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $58.4M | 20.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $30.6M | 10.9% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $10.8M | 3.8% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $9.0M | 3.2% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $7.5M | 2.7% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $7.2M | 2.6% |
| Pim Total RT Inst PIMCO (Allianz) · Mutual fund | $6.3M | 2.2% |
| Vang Mdcpval Index Adm Vanguard · Mutual fund Index | $5.9M | 2.1% |
| Fidelity International Discovery K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $5.7M | 2.0% |
| 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 |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
8 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 2 by compensation.
| Provider | Compensation |
|---|---|
Service code 37 · EIN 04-2647786 Loan Processing | $87,685 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 Advisory (Plan) | $12,918 |
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.
2 contacts
2 filings · 2024 to 2025