Filings through .
2 of 17 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$50K in admin expenses, $331 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 17 lines in all, holding $8.2M of the plan's $8.2M. Recordkeeper: not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 11% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Pgim Total Return Bond Fund Prudential (PGIM) · Mutual fund | $1.1M | 14.0% |
| JP Morgn Large Cap Growth Manager not matched · Mutual fund | $997K | 12.2% |
| Vanguard S&P 500 Index Trust Vanguard · Collective trust Index | $987K | 12.1% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $906K | 11.1% |
| Federated Capital Preservation Fund Federated Hermes · Stable value Stable value | $601K | 7.4% |
| Vanguard Windsor II Adm Fund 573 Vanguard · Mutual fund | $585K | 7.2% |
| International Equity Fund Manager not matched · Mutual fund | $533K | 6.5% |
| Carillon Eagle Mid Cap Growth Fund Raymond James · Mutual fund | $462K | 5.7% |
| U.S. Targeted Value Portfolio Dimensional · Mutual fund | $412K | 5.1% |
| Vanguard Total Stock Market Index Fund 585 Vanguard · Mutual fund Index | $328K | 4.0% |
| 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard Small-Cap Growth Index Fund Admiral Shares to Vanguard Small-Cap Growth Index Fund Investor Shares | $283K to $276K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
7 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.
This plan did not file a Schedule C with its most recent Form 5500, so no paid service providers are listed.
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.
3 contacts
11 filings · 2015 to 2025