Filings through .
1 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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 9 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
8 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$48K in admin expenses, $235 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more; 18 lines in all, holding $6.9M of the plan's $7.3M. Recordkeeper: Epic Retirement Plan Services.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mutual funds (equity): Fidelity Personal Trust Company Vanguard · Collective trust Index | $1.1M | 15.4% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $822K | 11.8% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $707K | 10.2% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $695K | 10.0% |
| Mutual funds (fixed income): Fidelity Personal Trust Company Fidelity (FMR) · Collective trust | $579K | 8.3% |
| Schwab International Index Fidelity (FMR) · Mutual fund Index | $499K | 7.2% |
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund Index | $447K | 6.4% |
| Victory Sycamore Established Value Fund Class R6 Victory Capital · Mutual fund | $304K | 4.4% |
| Fidelity Advisor Focused Emerging Markets Fund Class I Fidelity (FMR) · Mutual fund | $274K | 3.9% |
| JPMorgan Global Bond Opportunities Fund Class R6 JPMorgan · Mutual fund | $269K | 3.9% |
| 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 |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
8 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 1 by compensation.
| Provider | Compensation |
|---|---|
Filed as: AVANTAX RETIREMENT PLAN SERVICES Service code 15 · EIN 42-1447865 Recordkeeping | $48,219 |
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
9 filings · 2016 to 2025