Filings through .
4 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low employer contribution
Employer contribution per participant 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.
Fewer than 3 years of filings on record. Charts show once 3 consecutive filings are on file.
$258K in admin expenses, $53 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
16 funds of $250K or more; 23 lines in all, holding $167M of the plan's $176M. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Flexpath MOD 2035 R1 Common / collective trust Manager not matched · Collective trust | $47.3M | 28.2% |
| Flexpath MOD 2045 R1 Common / collective trust Manager not matched · Collective trust | $29.4M | 17.6% |
| Flexpath MOD RET R1 Common / collective trust Manager not matched · Collective trust | $29.0M | 17.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $20.0M | 11.9% |
| Flexpath MOD 2055 R1 Common / collective trust Manager not matched · Collective trust | $15.1M | 9.0% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund | $8.4M | 5.0% |
| Flexpath MOD 2065 R1 Common / collective trust Manager not matched · Collective trust | $3.7M | 2.2% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.5M | 2.1% |
| Stable Value Fund Manager not matched · Stable value Stable value | $2.8M | 1.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.3M | 1.4% |
| 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 |
13 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. They do not show money moved.
13 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 | $208,464 |
Service code 27 · EIN 33-0905143 Advisory (Plan) | $50,750 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
2 contacts
2 filings · 2024 to 2025