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 6 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
5 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$6K in admin expenses, $5 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more; 24 lines in all, holding $30.0M of the plan's $30.3M. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| PIMCO Realpath Blend 2060 Fund Institutional Class PIMCO (Allianz) · Mutual fund | $5.5M | 18.2% |
| PIMCO Realpath Blend 2055 Fund Institutional Class PIMCO (Allianz) · Mutual fund | $4.9M | 16.5% |
| PIMCO Realpath Blend 2050 Fund Institutional Class PIMCO (Allianz) · Mutual fund | $4.1M | 13.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.9M | 13.1% |
| PIMCO Realpath Blend 2040 Fund Institutional Class PIMCO (Allianz) · Mutual fund | $2.6M | 8.6% |
| PIMCO Realpath Blend 2045 Fund Institutional Class PIMCO (Allianz) · Mutual fund | $1.9M | 6.3% |
| PIMCO Realpath Blend 2035 Fund Institutional Class PIMCO (Allianz) · Mutual fund | $1.8M | 5.9% |
| PIMCO Realpath Blend 2065 Fund Institutional Class PIMCO (Allianz) · Mutual fund | $1.5M | 5.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.0M | 3.4% |
| PIMCO Realpath Blend 2030 Fund Institutional Class PIMCO (Allianz) · Mutual fund | $580K | 1.9% |
| 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 |
14 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
14 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.
This plan did not file a Schedule C with its most recent Form 5500, so no paid service providers are listed.
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
6 filings · 2020 to 2025