Filings through .
2 of 18 flags tripped on the 2025 filing.
Few collective trusts
<1% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
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.
$54K in admin expenses, $77 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
39 funds of $250K or more, counting each target-date vintage; shown as 29 lines, holding $236M of the plan's $258M. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $104M | 44.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $36.3M | 15.4% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $15.4M | 6.5% |
| Growth Fund OF America Capital Group · Mutual fund | $14.8M | 6.3% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $8.6M | 3.6% |
| Columbia Global Technology Growth Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $8.6M | 3.6% |
| ClearBridge Appreciation Fund Franklin Templeton · Mutual fund | $8.0M | 3.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.0M | 2.1% |
| MFS International Intrinsic Equity Fund MFS (Sun Life) · Mutual fund | $3.9M | 1.7% |
| Fidelity Small Cap Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.5M | 1.5% |
| 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.
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighEaton Vance Floating-Rate Fund Advisers Class to Fidelity Advisor Floating Rate High Income Fund | $339K to $440K |
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.
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 6 by compensation.
| Provider | Compensation |
|---|---|
OSAIC WEALTH INC2 years Service code 27 · EIN 93-0987232 Advisory (Plan) | $199,628 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 16 · EIN 82-3719843 Consulting | $30,555 |
Service code 10 · EIN 95-4245526 Accounting | $14,000 |
GROOM LAW GROUP4 years Filed as: GROOM LAW GROUP CHARTERED Service code 29 · EIN 52-1219029 Legal | $7,648 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 Sub-TA Fees | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 Loan Processing | -$193,609 |
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.
Filed January 4, 2001.
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.
4 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025