Filings through .
3 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Possible retail share class: $5.6M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$5K in admin expenses, $17 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 11 lines in all, holding $10.3M of the plan's $10.4M. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 20% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Capital Bank and Trust Capital Group · Collective trust Recordkeeper's own fund | $3.4M | 33.1% |
| Growth Fund OF America Class A Capital Group · Mutual fund Possible retail class ARecordkeeper's own fund | $2.2M | 21.7% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $2.0M | 19.5% |
| American Balanced Fund Class A Capital Group · Mutual fund Recordkeeper's own fund | $1.1M | 10.7% |
| American Funds U.S. Government Money Market Fund Class A Capital Group · Money market Recordkeeper's own fund | $448K | 4.4% |
| American Funds Capital World Growth and Capital Group · Mutual fund Recordkeeper's own fund | $381K | 3.7% |
| American Funds US Government Sec Capital Group · Mutual fund Recordkeeper's own fund | $244K | 2.4% |
| Bond Fund OF America Class A Capital Group · Mutual fund Recordkeeper's own fund | $218K | 2.1% |
| Calvert US Large Cap Core Rspnb Index N/R Morgan Stanley · Mutual fund Index | $134K | 1.3% |
| Eupac Fund Class A Capital Group · Mutual fund Recordkeeper's own fund | $73K | 0.7% |
| 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.
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.
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 2 by compensation.
| Provider | Compensation |
|---|---|
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 415 8TH AVE NE · BRAINERD, MN 56401-2853 Contract Administrator | $3,125 |
AMERICAN FUNDS9 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 Recordkeeping Fees | $1,708 |
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.
2 contacts
11 filings · 2015 to 2025