Filings through .
2 of 17 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$125K in admin expenses, $716 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds of $250K or more; 13 lines in all, holding $10.9M of the plan's $145M. Recordkeeper: not identified.
Target-date series: Fidelity Freedom, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $3.9M | 35.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.8M | 35.3% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 9.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $664K | 6.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $495K | 4.6% |
| Lincoln Stable Value Account Lincoln Financial · Insurance contract | $342K | 3.1% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $311K | 2.9% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $209K | 1.9% |
| Fidelity Small Cap Growth K6 Fund Fidelity (FMR) · Mutual fund | $36K | 0.3% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $34K | 0.3% |
| 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 |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
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. They do not show money moved.
3 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 7 by compensation.
| Provider | Compensation |
|---|---|
CREATIVE PLANNING LLC1 year Service code 26 · EIN 43-1270780 Advisory (Participants) | $42,079 |
HIGHTOWER ADVISORS LLC5 years Service code 26 · EIN 36-4500709 Advisory (Participants) | $36,539 |
CRESCENT ADVISOR GROUP INC2 years Service code 26 · EIN 75-2947049 Advisory (Participants) | $28,971 |
Filed as: EFFICIENT MKT ADVISORS Service code 26 · EIN 13-3680189 Advisory (Participants) | $11,245 |
Filed as: CORIENT PRIVATE WEAKTH LLC Service code 26 · EIN 88-0967642 Advisory (Participants) | $5,795 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 Securities brokerage; Securities brok... | $2,443 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025