Filings through .
4 of 19 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Possible retail share class: $827K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
Few collective trusts
<1% 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. Free for 7 days, then $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. Free for 7 days, then $49 a month.
$71K in admin expenses, $253 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
21 funds of $250K or more, counting each target-date vintage; shown as 20 lines, holding $31.5M of the plan's $31.8M. Recordkeeper: Ascensus.
Target-date series: American Funds Target Date, mutual fund, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $10.9M | 34.4% |
| American American Grth FD OF Amer CL R5 Capital Group · Mutual fund | $4.9M | 15.4% |
| Amer FDS Fundamental INV R5 Mutual Fund Shares Capital Group · Mutual fund | $3.0M | 9.5% |
| American Funds Washington Mutual R5 Capital Group · Mutual fund | $2.3M | 7.2% |
| NEW Perspective Fund Class R-5 Capital Group · Mutual fund | $1.8M | 5.8% |
| American Funds Bond Fund Of Amer R5 Capital Group · Mutual fund | $1.8M | 5.7% |
| American Funds American Cap R5 Capital Group · Mutual fund | $1.4M | 4.6% |
| American Balanced Fund Class R-5 Capital Group · Mutual fund | $1.4M | 4.3% |
| American Funds Inc Fund of Amer R5 Capital Group · Mutual fund | $886K | 2.8% |
| American Funds U.S. Government Money Market Fund Class A Capital Group · Money market | $827K | 2.6% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedAmer FDS Fundamental INV R5 Mutual Fund Shares | $3.0M |
| DroppedAmerican Funds Fundamental Investors Class R-5 | $2.7M |
| DroppedIncome Fund OF America Class R-5 | $966K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
10 more lines and 1 more change in this lineup are on Pro. 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.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: BENJAMIN F EDWARDS Service code 27 ONE NORTH BRENTWOOD BLVD · ST LOUIS, MO 63105 Advisory (Plan) | $39,853 |
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 Recordkeeping | $31,462 |
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.
2 contacts
11 filings · 2015 to 2025