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
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 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.
$78K in admin expenses, $611 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 $25.4M of the plan's $26.0M. Recordkeeper: Ascensus.
Target-date series: BlackRock LifePath Index, mutual fund, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 6 vintages | $6.8M | 26.6% |
| T. Rowe Price Balanced Fund, Inc. T. Rowe Price · Mutual fund | $3.4M | 13.5% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $2.9M | 11.5% |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund-I Class T. Rowe Price · Mutual fund | $2.4M | 9.6% |
| Putnam Stable Value 20 Franklin Templeton · Stable value Stable value | $1.8M | 7.1% |
| American Funds Growth Fund of Amer R6 Capital Group · Mutual fund | $1.7M | 6.5% |
| American Eupac Fund R6 Manager not matched · Mutual fund | $1.0M | 4.1% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price · Mutual fund | $979K | 3.9% |
| Franklin DyntaTech Adv Franklin Templeton · Mutual fund | $974K | 3.8% |
| T. Rowe Price Retirement Balanced Fund T. Rowe Price · Mutual fund | $502K | 2.0% |
| 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 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 Advisory (Plan) | $60,317 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 Recordkeeping | $17,914 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025