Filings through .
3 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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. Free for 7 days, then $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. Free for 7 days, then $49 a month.
$238K in admin expenses, $341 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
14 funds of $250K or more; 26 lines in all, holding $32.5M of the plan's $42.3M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray MyWayRtmt Index 2030 Fund Manager not matched · Mutual fund Index | $6.5M | 20.0% |
| Great Gray MyWayRtmt Index 2035 Fund Manager not matched · Mutual fund Index | $4.8M | 14.7% |
| Great Gray MyWayRtmt Index 2050 Fund Manager not matched · Mutual fund Index | $4.5M | 13.9% |
| Great Gray MyWayRtmt Index 2040 Fund Manager not matched · Mutual fund Index | $3.4M | 10.4% |
| Blackrock Equity Index Fund Class 1 k BlackRock · Mutual fund Index | $2.3M | 6.9% |
| Great Gray MyWayRtmt Index 2055 Fund Manager not matched · Mutual fund Index | $2.2M | 6.7% |
| Great Gray MyWayRtmt Index 2045 Fund Manager not matched · Mutual fund Index | $1.9M | 5.8% |
| Great Gray MyWayRtmt Index 2060 Fund Manager not matched · Mutual fund Index | $1.8M | 5.6% |
| MyWayRetirement Lrg Cap Grth R Manager not matched · Other | $974K | 3.0% |
| Pgim MyWayRetirement Multi - Sec Bd R Prudential (PGIM) · Other | $833K | 2.6% |
| 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 |
16 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedMFS Mywayrtmt Large Cap Growth R | $1.0M |
| AddedColumbia MyWayRetirement Sm Cap Grth R | $689K |
| AddedColumbia Value R Fund | $290K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
16 more lines and 1 more change in this lineup are on Pro. 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 4 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $238,377 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 Advisory (Plan) | $90,824 |
NBT BANK NA8 years Filed as: NBT BANK, N.A. Service code 49 · EIN 15-0395735 Other Services | $18,286 |
RAYMOND JAMES FINANCIAL SERVICES11+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 Advisory (Plan) | $0 |
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 6, 2006.
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
2 contacts
11 filings · 2015 to 2025