Filings through .
2 of 17 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 4 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
3 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$6K in admin expenses, $28 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
1 fund of $250K or more; 24 lines in all, holding $1.4M of the plan's $1.5M. Recordkeeper: Voya.
Target-date series: Voya Target Solution, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Target Solution Voya · Mutual fund Target-date, 8 vintagesRecordkeeper's own fund | $523K | 37.6% |
| Voya Target Solution Voya · Collective trust Target-date, 1 vintageRecordkeeper's own fund | $458K | 32.9% |
| Voya Trgt Solution Trust: Inc 8 Voya · Mutual fund Recordkeeper's own fund | $95K | 6.8% |
| iii) Guaranteed investment contract: Voya Fixed Account Voya · Insurance contract Recordkeeper's own fund | $58K | 4.1% |
| i) Mutual funds: BlackRock 20/80 Target Alloc K BlackRock · Mutual fund | $43K | 3.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $34K | 2.5% |
| Blue Chip Fund R-6 Principal · Mutual fund | $23K | 1.6% |
| Amer Fnds Infl Linked Bond R6 Manager not matched · Mutual fund | $21K | 1.5% |
| Hartfd Intl Opport Fd R6 Manager not matched · Mutual fund | $18K | 1.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $16K | 1.1% |
| 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 |
14 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.
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.
14 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.
This plan did not file a Schedule C with its most recent Form 5500, so no paid service providers are listed.
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.
2 contacts
4 filings · 2022 to 2025