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 7 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
6 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$38K in admin expenses, $197 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; 15 lines in all, holding $7.2M of the plan's $7.2M. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| YourPath iShares 2040 Moderate BlackRock · Collective trust Index | $1.5M | 20.7% |
| YourPath iShares 2050 Moderate BlackRock · Collective trust Index | $1.2M | 16.7% |
| YourPath iShares 2035 Moderate BlackRock · Collective trust Index | $868K | 12.1% |
| YourPath iShares 2025 Moderate BlackRock · Collective trust Index | $740K | 10.3% |
| YourPath iShares 2045 Moderate BlackRock · Collective trust Index | $649K | 9.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $510K | 7.1% |
| YourPath iShares 2055 Moderate BlackRock · Collective trust Index | $504K | 7.0% |
| YourPath iShares 2060 Moderate BlackRock · Collective trust Index | $478K | 6.7% |
| YourPath iShares 2030 Moderate BlackRock · Collective trust Index | $285K | 4.0% |
| Yourpath Ishares 2020 Moderate BlackRock · Collective trust Index | $263K | 3.7% |
| 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 |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 2 funds. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchNuveen Lifecycle Index 2040 Fund Class I to YourPath iShares 2040 Moderate | $2.8M to $6.5M |
| DroppedTiaa-Cref Lifccycle Index 2035 Fund Institutional Class | $615K |
| DroppedTiaa-Cref Lifccycle Index 2045 Fund Institutional Class | $457K |
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.
5 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 4 by compensation.
| Provider | Compensation |
|---|---|
VOYA FINANCIAL ADVISORS INC2 years Filed as: RETIREMENT MANAGEMENT SERVICES Service code 13 · EIN 31-1560462 Contract Administrator | $17,986 |
PROACCOUNT2 years Service code 26 · EIN 73-0988442 Advisory (Participants) | $670 |
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 Recordkeeping | $142 |
Filed as: MML INVESTORS SERVICES, LLC Service code 27 · EIN 04-2746212 Advisory (Plan) | $0 |
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
7 filings · 2019 to 2025