Filings through .
1 of 18 flags tripped on the 2025 filing.
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.
$220K in admin expenses, $217 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
23 funds of $250K or more; 32 lines in all, holding $55.4M of the plan's $55.4M. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Vngrd Target Retirement 2045 Inv Mutual Funds Manager not matched · Mutual fund | $7.5M | 13.5% |
| Vngrd Target Retirement 2035 Inv Mutual Funds Manager not matched · Mutual fund | $7.3M | 13.3% |
| Vngrd Target Retirement 2050 Inv Mutual Funds Manager not matched · Mutual fund | $7.1M | 12.8% |
| Vngrd Target Retirement 2040 Inv Mutual Funds Manager not matched · Mutual fund | $5.4M | 9.8% |
| Vngrd Target Retirement 2055 Inv Mutual Funds Manager not matched · Mutual fund | $4.0M | 7.3% |
| Vngrd Target Retirement 2030 Inv Mutual Funds Manager not matched · Mutual fund | $4.0M | 7.2% |
| Vngrd 500 Index Admiral Manager not matched · Mutual fund Index | $3.0M | 5.5% |
| Vngrd Target Retirement 2025 Inv Mutual Funds Manager not matched · Mutual fund | $2.9M | 5.3% |
| Vngrd Federal Money Market Inv Mutual Funds Manager not matched · Money market | $1.4M | 2.5% |
| Vngrd Target Retirement 2060 Inv Mutual Funds Manager not matched · Mutual fund | $1.4M | 2.5% |
| 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 |
22 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 7 funds, dropped 5 funds.
| Fund | Year-end value |
|---|---|
| AddedVngrd 500 Index Admiral | $3.0M |
| DroppedVanguard 500 Index Fund Admiral Shares | $2.3M |
| AddedVngrd Federal Money Market Inv Mutual Funds | $1.4M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 6 renames.
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.
22 more lines and 9 more changes 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 5 by compensation.
| Provider | Compensation |
|---|---|
Service code 15 · EIN 13-3689044 Recordkeeping | $147,262 |
THAYER PARTNERS LLC7 years Service code 27 · EIN 45-3965574 Advisory (Plan) | $28,235 |
COMPASS 360, LLC9 years Service code 15 · EIN 81-1939215 Recordkeeping | $26,267 |
FORVIS MAZARS, LLP2 years Service code 10 · EIN 44-0160260 Accounting | $17,850 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 Bank Trustee | $400 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
Filed April 3, 2011.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
4 contacts
11 filings · 2015 to 2025