Filings through .
No flags tripped on the 2025 filing.
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.
$4K in admin expenses, $19 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 27 lines in all, holding $5.7M of the plan's $5.9M. Recordkeeper: Nationwide.
| Fund | Dollars | % of funds% |
|---|---|---|
| MyCompass Ind Agg 2045 Fd R Manager not matched · Collective trust | $794K | 13.8% |
| JPMorgan LgCp Grw Fnd R6 JPMorgan · Separate account | $664K | 11.6% |
| Vanguard Large-Cap Index Fund Admiral Shares Vanguard · Separate account Index | $649K | 11.3% |
| MyCompass Ind Agg 2065 Fd R Manager not matched · Collective trust | $625K | 10.9% |
| MyCompass Ind Agg 2055 Fd R Manager not matched · Collective trust | $401K | 7.0% |
| MyCompass Ind Mod Ret Fd R Manager not matched · Collective trust | $394K | 6.9% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Separate account Index | $372K | 6.5% |
| MyCompass Ind Agg 2035 Fd R Manager not matched · Collective trust | $305K | 5.3% |
| John Hancock Disciplined VI F R6 John Hancock (Manulife) · Separate account | $275K | 4.8% |
| Amer Fnds Bond Fnd Amer R6 Manager not matched · Separate account | $245K | 4.3% |
| 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 |
17 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 4 funds, dropped 1 fund. Changed vehicle on 1 fund.
| Fund | Year-end value |
|---|---|
| Other vehicle moveJPMorgan Large Cap Growth Fund Class R6 to JPMorgan LgCp Grw Fnd R6mutual fund to separate account | $827K to $664K |
| AddedMyCompass Ind Agg 2045 Fd R | $794K |
| AddedMyCompass Ind Agg 2065 Fd R | $625K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 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.
17 more lines and 3 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 2 by compensation.
| Provider | Compensation |
|---|---|
Service code 99 · EIN 13-2638166 Other Fees | $12,562 |
Filed as: STALKER & ASSOCIATES, INC Service code 49 · EIN 23-2756743 301 SOUTH STATE STREET · NEWTOWN, PA 18940 Other Services | $7,372 |
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.
2 contacts
11 filings · 2015 to 2025