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.
$101K in admin expenses, $228 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
22 funds of $250K or more, counting each target-date vintage; shown as 16 lines, holding $52.5M of the plan's $53.4M. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $35.7M | 68.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.4M | 10.2% |
| Wilmington N.A. Large Cap Growth Fund III CL R1 Manager not matched · Collective trust | $2.6M | 4.9% |
| T. Rowe Price Capital Appreciation Fund T. Rowe Price · Mutual fund | $1.4M | 2.6% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.3M | 2.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 2.4% |
| Wilmington N.A. International Growth Fund II Class R1 Manager not matched · Collective trust | $1.1M | 2.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $923K | 1.8% |
| TCW Metwest Total Return Bond Fund Class M TCW · Mutual fund | $574K | 1.1% |
| Carillon Eagle Mid Cap Growth Fund Raymond James · Mutual fund | $563K | 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
6 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 |
|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 Loan Processing | $51,299 |
IMA FINANCIAL GROUP1 year Filed as: IMA ADVISORY SERVICES INC Service code 27 · EIN 48-1233289 Advisory (Plan) | $50,000 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
Filed July 7, 2000.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
2 contacts
11 filings · 2015 to 2025