Filings through .
3 of 19 flags tripped on the 2024 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Possible retail share class: $317K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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 2024 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.
$14K in admin expenses, $95 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
14 funds of $250K or more; 29 lines in all, holding $7.8M of the plan's $9.2M. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $3.5M | 44.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $611K | 7.8% |
| Fidelity Dividend Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $584K | 7.4% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $493K | 6.3% |
| Fidelity Select Technology Portfolio Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $430K | 5.5% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $374K | 4.8% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $322K | 4.1% |
| Fidelity Value Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $207K | 2.6% |
| Fidelity Select Health Care Portfolio Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $202K | 2.6% |
| Fidelity Mid-Cap Stock Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $198K | 2.5% |
| 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 |
19 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
19 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 1 by compensation.
| Provider | Compensation |
|---|---|
Service code 37 · EIN 04-2647786 Loan Processing | $12,384 |
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 2024 filing.
2 contacts
10 filings · 2015 to 2024