Filings through .
3 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$58K in admin expenses, $45 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, counting each target-date vintage; shown as 16 lines, holding $12.2M of the plan's $12.9M. Recordkeeper: Fidelity (FMR).
Target-date series: American Century One Choice, other, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Century One Choice American Century · Other Target-date, 7 vintages | $3.6M | 29.6% |
| or maturity value Cost Value Mutual funds Fidelity Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.9M | 15.6% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $1.1M | 9.1% |
| American Century One Choice American Century · Collective trust Target-date, 1 vintage | $968K | 7.9% |
| Stable Value Fund Principal · Insurance contract | $718K | 5.9% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $716K | 5.9% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $654K | 5.4% |
| Putnam Large Cap Value Trust IA Franklin Templeton · Collective trust | $435K | 3.6% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $394K | 3.2% |
| MID CAP Value Fund R6 Class American Century · Mutual fund | $381K | 3.1% |
| 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.
Added 1 fund, dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighPar, or Maturity Value to or maturity value Cost Value Mutual funds Fidelity | $1.5M to $1.9M |
| DroppedFidelity 500 Index Fund | $1.2M |
| AddedMFS Growth Fund R6 | $1.1M |
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.
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 | $38,533 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 Advisory (Plan) | $19,232 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
Filed April 9, 2004.
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