Filings through .
2 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
$31K in admin expenses, $214 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; 20 lines in all, holding $9.4M of the plan's $9.4M. Recordkeeper: not identified.
Target-date series: Nuveen Lifecycle Index, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 10 vintages | $3.8M | 40.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.4M | 15.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 11.2% |
| Blackrock Global Small Cap Instl BlackRock · Mutual fund | $503K | 5.3% |
| Prudential Total Return Bond Q Prudential (PGIM) · Mutual fund | $469K | 5.0% |
| Standard Stable Asset Fund Manager not matched · Insurance contract | $397K | 4.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $302K | 3.2% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $214K | 2.3% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $202K | 2.1% |
| DWS Rreef Real Assets Fund Institutional Class DWS · Mutual fund | $174K | 1.8% |
| 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.
No lineup changes between the 2024 and 2025 filings.
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.
10 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 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: TWELVE POINTS WEALTH MGT LLC Service code 27 · EIN 46-5061538 Advisory (Plan) | $29,537 |
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 Direct payment from the plan; Recordk... | $1,516 |
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.
2 contacts
11 filings · 2015 to 2025