Filings through .
1 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).
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 3 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
2 more years of history are on Pro. Free for 7 days, then $49 a month.
$102K in admin expenses, $243 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
14 funds of $250K or more; 25 lines in all, holding $26.1M of the plan's $26.3M. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| CG 2025 Trgt Date MS Manager not matched · Collective trust | $4.3M | 16.5% |
| CG 2030 Trgt Date MS Manager not matched · Collective trust | $4.2M | 15.9% |
| CG 2040 Trgt Date MS Manager not matched · Collective trust | $4.1M | 15.8% |
| CG 2045 Trgt Date MS Manager not matched · Collective trust | $3.4M | 12.9% |
| CG 2020 Trgt Date MS Manager not matched · Collective trust | $2.4M | 9.0% |
| CG 2050 Trgt Date MS Manager not matched · Collective trust | $1.6M | 6.0% |
| CG 2035 Trgt Date MS Manager not matched · Collective trust | $1.5M | 5.7% |
| CG 2055 Trgt Date MS Manager not matched · Collective trust | $1.1M | 4.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 4.2% |
| CG 2015 Trgt Date MS Manager not matched · Collective trust | $559K | 2.1% |
| 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 |
15 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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, not money moved.
15 more lines in this lineup are on Pro. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: MORGAN STANLEY Service code 26 · EIN 20-8764829 Advisory (Participants) | $53,529 |
Service code 37 · EIN 04-2647786 Loan Processing | $45,186 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
2 contacts
3 filings · 2023 to 2025