Filings through .
2 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).
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.
$56K in admin expenses, $173 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
19 funds of $250K or more; 30 lines in all, holding $37.0M of the plan's $37.5M. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $27.6M | 74.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.7M | 10.0% |
| e) Current Guaranteed Investment Contracts Voya Voya · Insurance contract | $1.9M | 5.2% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $681K | 1.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $488K | 1.3% |
| Parnassus Core Equity Fund Institutional Shares Affiliated Managers Group · Mutual fund | $382K | 1.0% |
| American Funds U.S. Government Money Market Fund Class R-6 Capital Group · Money market Recordkeeper's own fund | $364K | 1.0% |
| Ultra Fund R6 Class American Century · Mutual fund | $356K | 1.0% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $274K | 0.7% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $242K | 0.7% |
| 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 |
20 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
20 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 6 by compensation.
| Provider | Compensation |
|---|---|
Service code 27 120 VANTIS DR STE 330 · ALISO VIEJO, CA 92656 Advisory (Plan) | $20,000 |
LION STREET FINANCIAL LLC6 years Filed as: LION STREET ADVISORS Service code 27 515 CONGRESS ST · AUSITN, TX 78701 Advisory (Plan) | $20,000 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 Recordkeeping Fees | $16,742 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 Recordkeeping Fees | $12,579 |
Filed as: ANGELL PENSION GROUP Service code 13 88 BOYD AVE · E PROVIDENCE, RI 02914-1202 Contract Administrator | $2,500 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: RELIASTAR LIFE INSURANCE CO Service code 64 · EIN 45-0451140 Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
3 contacts
10 filings · 2016 to 2025