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.
$1.7M in admin expenses, $106 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
28 funds of $250K or more, counting each target-date vintage; shown as 18 lines, holding $4.19B of the plan's $4.43B. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, collective trust, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 12 vintages | $2.30B | 54.8% |
| Northern Trust Collective S&P 500 Index Fund - DC - Non-Lending 5 Northern Trust · Collective trust Index | $899M | 21.4% |
| Vanguard Extended Market Index Fund Institutional Plus Shares Vanguard · Mutual fund Index | $180M | 4.3% |
| Large Cap Growth T. Rowe Price · Collective trust | $129M | 3.1% |
| Boston Partners Large Cap Value Equity Fund Boston Partners · Collective trust | $128M | 3.1% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $117M | 2.8% |
| Fidelity Managed Income Portfolio II Class 4 Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $93.5M | 2.2% |
| Vanguard Total International Stock Index Fund Institutional Plus Shares Vanguard · Mutual fund Index | $88.3M | 2.1% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $56.4M | 1.3% |
| Dodge & Cox International Stock Fund Class X Dodge & Cox · Mutual fund | $46.2M | 1.1% |
| 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.
Added 1 fund, dropped 1 fund, likely replaced 1 fund. Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard Extended Market Index Fund Institutional Shares to Vanguard Extended Market Index Fund Institutional Plus Shares | $167M to $180M |
| Share class changeVanguard Total International Stock Index Fund Institutional Shares to Vanguard Total International Stock Index Fund Institutional Plus Shares | $58.5M to $88.3M |
| DroppedAMG TimesSquare Mid Cap Growth Fund | $19.7M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 5 renames.
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.
8 more lines and 2 more changes 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 3 by compensation.
| Provider | Compensation |
|---|---|
STRATEGIC ADVISORS, INC.11+ years Service code 27 · EIN 04-2654524 Advisory (Plan) | $923,281 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 Loan Processing | $439,194 |
MERCER1 year Service code 27 · EIN 36-2668272 Advisory (Plan) | $41,750 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
Filed December 6, 2016.
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025