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.
$221K in admin expenses, $147 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
26 funds of $250K or more, counting each target-date vintage; shown as 19 lines, holding $88.5M of the plan's $89.4M. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $61.5M | 69.5% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $9.5M | 10.7% |
| U.S. Large Cap Growth Portfolio Dimensional · Mutual fund | $3.3M | 3.7% |
| New York Life Anchor Account New York Life · Insurance contract | $3.0M | 3.4% |
| Columbia Contrarian Core Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $2.0M | 2.3% |
| Pioneer Bond Fund Victory Capital · Mutual fund | $1.5M | 1.7% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $1.3M | 1.4% |
| New World Fund Inc Capital Group · Mutual fund | $1.1M | 1.2% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $1.0M | 1.2% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $921K | 1.0% |
| 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 |
9 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. Left out here: 1 stable value or insurance line, 6 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.
9 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 37 · EIN 04-2647786 Loan Processing | $102,933 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 Advisory (Plan) | $68,743 |
WRIGHT FORD YOUNG & CO2 years Service code 10 · EIN 95-3288054 Accounting | $21,550 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 Advisory (Plan) | $21,093 |
ADP BROKER-DEALER1 year Filed as: ADP, INC Service code 49 · EIN 13-3036745 Other Services | $6,342 |
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.
Filed August 1, 2014.
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
11 filings · 2015 to 2025