Filings through .
2 of 19 flags tripped on the 2025 filing.
Possible retail share class: $102K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$71K in admin expenses, $57 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
43 funds of $250K or more, counting each target-date vintage; shown as 35 lines, holding $148M of the plan's $152M. Recordkeeper: Voya.
Target-date series: Vanguard Target Retirement, mutual fund, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $54.0M | 36.5% |
| Janus Henderson Forty Fund Class N Janus Henderson · Mutual fund | $15.9M | 10.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $14.1M | 9.5% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.8M | 5.3% |
| T. Rowe Price Diversified Mid Cap Growth Portfolio Class R6 T. Rowe Price · Mutual fund | $5.7M | 3.8% |
| Voya Fixed Account Voya · Insurance contract Recordkeeper's own fund | $5.3M | 3.6% |
| T. Rowe Price Capital Appreciation Portfolio Class R6 T. Rowe Price · Mutual fund | $4.0M | 2.7% |
| Washington Mutual Investors Fund R-6 Capital Group · Mutual fund | $3.8M | 2.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.1M | 2.1% |
| Invesco Gold & Special Minerals Fund Class R6 Invesco · Mutual fund | $3.0M | 2.1% |
| 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 |
25 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeColumbia Large Cap Value Fund Class I3 to Columbia Intrinsic Value Fund Institutional 3 Class | $1.1M to $1.2M |
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.
25 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 4 by compensation.
| Provider | Compensation |
|---|---|
VOYA FINANCIAL ADVISORS INC11+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 Recordkeeping Fees | $38,788 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 Other Fees | $24,793 |
Filed as: KAHN, LITWIN, CO., LTD Service code 99 · EIN 05-0409384 Other Fees | $21,810 |
AFC PENSIONS, INC.1 year Filed as: AFC PENSIONS, INC Service code 99 · EIN 04-2484178 Other Fees | $9,945 |
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.
3 contacts
11 filings · 2015 to 2025