Filings through .
5 of 18 flags tripped on the 2025 filing.
Failed to provide benefit
Form 5500 reported that benefits due were not provided when due.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 8 years on record. Charts need 3 years.
7 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$53K in admin expenses, $235 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 20 lines in all, holding $10.7M of the plan's $11.0M. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $7.3M | 68.5% |
| Fidelity Investments “ RT NY Life AA CL 0 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.2M | 11.5% |
| Fidelity Investments Vang Growth IDX ADM Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $607K | 5.7% |
| Fidelity JPM LG CAP Growth R6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $561K | 5.2% |
| Fidelity Investments Vang Value IDX ADM Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $142K | 1.3% |
| Fidelity Investments JPM US Value R6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $132K | 1.2% |
| Fidelity Investments Blkrk HI YLD BD Inst Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $129K | 1.2% |
| Fidelity Investments Prmcp ODY Aggr Grth Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $117K | 1.1% |
| Fidelity JH Dscpl VAL Mdcp R6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $111K | 1.0% |
| Fidelity Investments UM Behavioral VAL R6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $99K | 0.9% |
10 more lines in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. 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 |
|---|---|
Service code 37 · EIN 04-2647786 Loan Processing | $18,290 |
K A L L ACCOUNTANCY7 years Filed as: K A L L ACCOUNTANCY CORP Service code 10 · EIN 83-2920367 Accounting | $9,030 |
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 2025 filing.
3 contacts
8 filings · 2018 to 2025