Filings through .
2 of 18 flags tripped on the 2024 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 2024 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.
$22K in admin expenses, $102 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
14 funds of $250K or more, counting each target-date vintage; shown as 11 lines, holding $6.7M of the plan's $7.0M. Recordkeeper: not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $2.6M | 39.1% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $1.0M | 15.2% |
| Federated Hermes Total Return Bond Fund Federated Hermes · Mutual fund | $536K | 8.0% |
| American Mutual Fund Capital Group · Mutual fund | $510K | 7.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $429K | 6.4% |
| Fidelity Equity Growth Fund Fidelity (FMR) · Mutual fund | $427K | 6.4% |
| Vanguard Balanced Index Fund Investor Shares Vanguard · Mutual fund Index | $351K | 5.3% |
| U.S. Targeted Value Portfolio Dimensional · Mutual fund | $315K | 4.7% |
| Vanguard International Growth Fund Investor Shares Vanguard · Mutual fund | $314K | 4.7% |
| Federated Investors Trust Company Federated Hermes · Stable value Stable value | $117K | 1.8% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
1 more fund in this lineup: name, manager, vehicle, dollars and share are on Pro.
1 more line in this lineup is 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 1 by compensation.
| Provider | Compensation |
|---|---|
FIRST BANK & TRUST9 years Service code 26 · EIN 46-6085363 Advisory (Participants) | $22,013 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2024 filing.
2 contacts
10 filings · 2015 to 2024