Filings through .
2 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 8 years on record. Charts need 3 years.
7 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$2K in admin expenses, $11 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
18 funds of $250K or more; 25 lines in all, holding $31.9M of the plan's $32.2M. Recordkeeper: not identified.
Target-date series: American Funds Target Date, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $24.7M | 77.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.5M | 4.7% |
| Parnassus Core Equity Inst Affiliated Managers Group · Other | $931K | 2.9% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $893K | 2.8% |
| John Hancock Stable Value I6 John Hancock (Manulife) · Insurance contract | $794K | 2.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $378K | 1.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $368K | 1.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $322K | 1.0% |
| American Eupac Fund R6 Manager not matched · Mutual fund | $307K | 1.0% |
| Goldman Sachs GQG Partners International Opportunities Fund Class R6 Shares Goldman Sachs · Mutual fund | $266K | 0.8% |
15 more lines in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Not reported. Schedule C was not filed with this plan's 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.
8 feature codes on the 2025 filing.
3 contacts
8 filings · 2018 to 2025