Filings through .
2 of 17 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$282K in admin expenses, $4781 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
2 funds of $250K or more; 20 lines in all, holding $1.6M of the plan's $1.6M. Recordkeeper: Empower.
Target-date series: Putnam Retirement Advantage, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $424K | 26.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $254K | 15.9% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $176K | 11.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $142K | 8.9% |
| Fidelity Inflation-Protected Bond Index Fund Fidelity (FMR) · Mutual fund Index | $109K | 6.8% |
| Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $82K | 5.2% |
| Martin Currie Emerging Markets CIT CL R1 Manager not matched · Collective trust | $76K | 4.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $75K | 4.7% |
| Core Plus Bond Fund Fee Class R1 Manager not matched · Collective trust | $72K | 4.5% |
| Large Cap Value Fund Class R1 Manager not matched · Collective trust | $68K | 4.3% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
10 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.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
1 contact
10 filings · 2016 to 2025