Filings through .
3 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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 7 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
6 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$87K in admin expenses, $181 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more; 25 lines in all, holding $31.4M of the plan's $31.6M. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $23.5M | 74.7% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.6M | 8.4% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 3.5% |
| Neuberger Core Bond Fund Class R6 Neuberger Berman · Mutual fund | $570K | 1.8% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $550K | 1.7% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $464K | 1.5% |
| American Funds Growth and Income Portfolio Class R-6 Capital Group · Mutual fund | $462K | 1.5% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $332K | 1.1% |
| Cohen & Steers Real Estate Securities Fund Class Z Cohen & Steers · Mutual fund | $259K | 0.8% |
| Vanguard Wellesley Income Fund Admiral Shares Vanguard · Mutual fund | $255K | 0.8% |
| 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 |
15 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 1 fund. Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| Share class changeFidelity Freedom Index 2050 Fund Investor Class to Fidelity Freedom Index 2045 Fund Institutional Premium Class | $16.0M to $23.5M |
| DroppedShares Fidelity Freedom Index 20 | $4.2M |
| Share class changeNeuberger Core Bond Fund Institutional Class to Neuberger Core Bond Fund Class R6 | $452K to $570K |
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.
15 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 | $43,916 |
PKF OCONNOR DAVIES2 years Filed as: PKF OCONNOR DAVIES, LLP Service code 10 · EIN 27-1728945 Accounting | $22,046 |
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
7 filings · 2019 to 2025