Filings through .
2 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Possible retail share class: $69K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$24K in admin expenses, $98 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 15 lines in all, holding $6.5M of the plan's $6.6M. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 9 vintagesRecordkeeper's own fund | $4.8M | 74.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $524K | 8.1% |
| AB Relative Value Fund, INC. Class I AllianceBernstein · Mutual fund | $319K | 4.9% |
| Great Gray Large Cap Growth Fund II R1 Manager not matched · Collective trust | $225K | 3.5% |
| JPMorgan Core Plus Bond Fund Class R6 JPMorgan · Mutual fund | $130K | 2.0% |
| Allspring Special Mid Cap Value Fund Institutional Class Allspring · Mutual fund | $83K | 1.3% |
| Great Gray International Equity Fund R1 Manager not matched · Collective trust | $76K | 1.2% |
| Nyli MacKay Strategic Bond Class R1 Fidelity (FMR) · Mutual fund Possible retail class R1Recordkeeper's own fund | $69K | 1.1% |
| Great Gray Collective Investment Small Cap Growth R1 Manager not matched · Collective trust | $45K | 0.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $43K | 0.7% |
| 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 |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
5 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 | $13,120 |
ELLSWORTH ADVISORS LLC1 year Service code 27 · EIN 82-5501752 Advisory (Plan) | $11,138 |
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.
2 contacts
7 filings · 2019 to 2025