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.
$68K 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.
39 funds of $250K or more, counting each target-date vintage; shown as 34 lines, holding $139M of the plan's $140M. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $67.2M | 48.2% |
| IS S&P 500 Index K Manager not matched · Mutual fund Index | $18.1M | 12.9% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $4.5M | 3.2% |
| T. Rowe Price Global Stock Fund-I Class T. Rowe Price · Mutual fund | $4.0M | 2.9% |
| Col Contran Core I2 Manager not matched · Mutual fund | $3.4M | 2.4% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $3.3M | 2.3% |
| Fidelity Nasdaq Composite Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.3M | 2.3% |
| Money Market Fund Vanguard Vanguard · Money market | $3.2M | 2.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.9M | 2.1% |
| AF TD Income 2025 R6 Capital Group · Mutual fund | $2.9M | 2.0% |
| 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 |
24 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.
24 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 3 by compensation.
| Provider | Compensation |
|---|---|
Service code 37 · EIN 04-2647786 Loan Processing | $36,059 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 Advisory (Plan) | $20,259 |
Filed as: ANGELL PENSION GROUP, INC Service code 16 · EIN 04-2530412 Consulting | $11,500 |
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