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.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$583K in admin expenses, $23 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
29 funds of $250K or more, counting each target-date vintage; shown as 22 lines, holding $477M of the plan's $552M. Recordkeeper: Fidelity (FMR).
Target-date series: JPMorgan SmartRetirement, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 9 vintages | $260M | 54.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $63.6M | 13.3% |
| R5 Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $48.8M | 10.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $15.2M | 3.2% |
| Columbia Dividend Income Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund | $12.3M | 2.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $11.2M | 2.3% |
| Janus Henderson Enterprise Fund Janus Henderson · Mutual fund | $11.1M | 2.3% |
| R5 b Pgim Total Return Bond Fund R6 Prudential (PGIM) · Mutual fund | $8.1M | 1.7% |
| b American Funds New World Fund R6 Capital Group · Mutual fund | $7.5M | 1.6% |
| b Galliard Stable Value Fund Allspring · Stable value Stable value | $6.3M | 1.3% |
| 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 |
12 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedCost Value Fidelity Management Trust Company Jpmorgan Smart Retirement Fund R5 (CIT, R5) | $67.2M |
| Share class changeColumbia Dividend Income Fund Institutional 2 Class to Columbia Dividend Income Fund Institutional Class | $12.5M to $12.3M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 5 renames.
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.
12 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 5 by compensation.
| Provider | Compensation |
|---|---|
Service code 60 · EIN 04-2647786 Sub-TA Fees | $307,845 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 Advisory (Plan) | $191,299 |
USI INSURANCE SERVICES LLC4 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 Advisory (Plan) | $41,786 |
LUTZ & COMPANY, PC1 year Service code 10 · EIN 47-0625816 Accounting | $23,500 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF SAN DIEGO LLP Service code 10 · EIN 81-3391684 Accounting | $13,000 |
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.
Filed June 30, 2008.
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.
3 contacts
10 filings · 2016 to 2025