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.
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.
$52K in admin expenses, $113 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
25 funds of $250K or more, counting each target-date vintage; shown as 22 lines, holding $65.4M of the plan's $66.0M. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, collective trust, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 13 vintages | $32.4M | 49.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $12.7M | 19.4% |
| Fidelity Advisor Equity Growth Fund Class I Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $4.2M | 6.4% |
| Contracts in Common Collective Investment Trusts Putnam Stable Value Franklin Templeton · Stable value Stable value | $2.5M | 3.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.8M | 2.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.6M | 2.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.6M | 2.5% |
| Victory Established Value I Victory Capital · Mutual fund | $1.5M | 2.3% |
| Federated Hermes MDT Mid Cap Growth Fund Institutional Shares Federated Hermes · Mutual fund | $1.3M | 1.9% |
| THE Hartford Dividend AND Growth Fund Class R6 Hartford Funds · Mutual fund | $1.2M | 1.8% |
| 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 |
12 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighMassMutual Select Mid Cap Gr Equity R5 to Federated Hermes MDT Mid Cap Growth Fund Institutional Shares | $1.2M to $1.3M |
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.
12 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 |
|---|---|
UBS FINANCIAL SERVICES INC6 years Service code 27 · EIN 13-2638166 Advisory (Plan) | $28,032 |
Service code 37 · EIN 04-2647786 Loan Processing | $24,303 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025