Filings through .
2 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Few collective trusts
1% 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.
$108K in admin expenses, $557 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds of $250K or more; 27 lines in all, holding $29.1M of the plan's $29.2M. Recordkeeper: Ascensus.
Target-date series: Vanguard Target Retirement, mutual fund, 20% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $5.7M | 19.6% |
| Blackrock 60/40 Target Allocation Fund Institutional Shares BlackRock · Mutual fund | $5.5M | 19.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.4M | 18.7% |
| Blackrock 80/20 Target Allocation Fund Institutional Shares BlackRock · Mutual fund | $3.5M | 12.1% |
| iShares ESG MSCI KLD 400 ETF BlackRock · ETF Index | $1.8M | 6.1% |
| Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares Goldman Sachs · Mutual fund | $834K | 2.9% |
| Calvert Bond Fund Class I Morgan Stanley · Mutual fund | $643K | 2.2% |
| ClearBridge International Growth Fund Class I Franklin Templeton · Mutual fund | $540K | 1.9% |
| Morgan Stanley Instl Intl Adv Port I Morgan Stanley · Mutual fund | $518K | 1.8% |
| Vanguard Intermediate-Term Treasury Index Fund Admiral Shares Vanguard · Mutual fund Index | $467K | 1.6% |
| 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 |
17 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
17 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 3 by compensation.
| Provider | Compensation |
|---|---|
EP WEALTH ADVISORS LLC3 years Filed as: EP WEALTH ADVISORS Service code 27 · EIN 33-0152539 Advisory (Plan) | $77,155 |
ASCENSUS LLC9 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 Recordkeeping | $18,840 |
BERRY DUNN1 year Filed as: BERRY DUNN MCNEIL & PARKER, LLC Service code 10 · EIN 01-0523282 Accounting | $12,000 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
Filed November 4, 2016.
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.
2 contacts
10 filings · 2016 to 2025