Filings through .
1 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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 6 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
5 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$93K in admin expenses, $61 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, counting each target-date vintage; shown as 13 lines, holding $138M of the plan's $141M. Recordkeeper: Vanguard.
Target-date series: SSgA Target Retirement, collective trust, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Collective trust Target-date, 11 vintages | $73.0M | 53.1% |
| Fidelity Growth Company Commingled Pool Fidelity (FMR) · Collective trust | $18.9M | 13.8% |
| State Street S&P 500 Index Securities Lending Series Fund State Street (SSgA) · Collective trust Index | $15.7M | 11.4% |
| GW&K Small/Mid Cap Fund Manager not matched · Collective trust | $7.9M | 5.8% |
| T. Rowe Price Institutional Large Cap Value Fund; In T. Rowe Price · Mutual fund | $4.5M | 3.2% |
| TS&W International Large Cap Equity Trust; Class 1 Manager not matched · Collective trust | $4.3M | 3.1% |
| Prudential Core Plus Bond Fund Class 5 Prudential (PGIM) · Mutual fund | $3.1M | 2.3% |
| Fidelity Managed Income Portfolio II; Class 2 Fidelity (FMR) · Stable value Stable value | $3.0M | 2.2% |
| State Street Russell Small Mid Cap Index Securities Lending Seri State Street (SSgA) · Collective trust Index | $2.5M | 1.8% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund | $2.0M | 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 |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Moved 1 fund from collective trust to mutual fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Collective trust to mutual fundState Street Global All Cap Equity Ex-U.S. Index Securities Lending Series Fund to State Street Global All Cap Equity Ex-U.S. Index Securities Lend | $1.3M to $2.0M |
| Share class changeState Street U.S. Bond Index Securities Lending Series Fund Class XIV to State Street U.S. Bond Index Securities Lending Series Fund; Cla | $638K to $580K |
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. They do not show money moved.
3 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 2 by compensation.
| Provider | Compensation |
|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 Recordkeeping | $97,088 |
CHARLES SCHWAB & CO., INC.2 years Service code 99 Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
2 contacts
6 filings · 2020 to 2025