Filings through .
2 of 18 flags tripped on the 2025 filing.
Low fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Few collective trusts
0% 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 7 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
6 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$4K in admin expenses, $13 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; 11 lines in all, holding $1.6M of the plan's $1.7M. Recordkeeper: ADP.
Target-date series: Vanguard Target Retirement, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $1.3M | 83.4% |
| Van Target Retire Inc Vanguard · Mutual fund | $238K | 14.8% |
| U.S. Core Equity 1 Portfolio - Institutional Class Dimensional · Mutual fund | $10K | 0.6% |
| Invesco Stable Asset - Adpz Invesco · Stable value Stable value | $5K | 0.3% |
| Vanguard Intermediate Term Bon Vanguard · Mutual fund | $5K | 0.3% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $3K | 0.2% |
| Invesco International Growth Fund Class R6 Invesco · Mutual fund | $2K | 0.1% |
| Vanguard Dividend Growth Fund Investor Shares Vanguard · Mutual fund | $2K | 0.1% |
| JPMorgan U.S. Small Company Fund Class R6 JPMorgan · Mutual fund | $2K | <0.1% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $173 | <0.1% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
1 more fund in this lineup: name, manager, vehicle, dollars and share are on Pro.
1 more line in this lineup is 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 1 by compensation.
| Provider | Compensation |
|---|---|
ADP BROKER-DEALER1 year Filed as: ADP INC. Service code 15 · EIN 13-3036745 Recordkeeping | $3,544 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
2 contacts
7 filings · 2018 to 2025