Filings through .
3 of 19 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Possible retail share class: $3.2M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $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. Free for 7 days, then $49 a month.
$563 in admin expenses, $2 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
14 funds of $250K or more; 21 lines in all, holding $19.5M of the plan's $19.7M. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $12.9M | 66.3% |
| iShares S&P 500 Index A BlackRock · ETF Index | $1.8M | 9.4% |
| American Funds U.S. Government Money Market Fund Class R-4 Capital Group · Money market Recordkeeper's own fund | $1.3M | 6.6% |
| T. Rowe Price T. Rowe Price Science & Tech Adv T. Rowe Price · Mutual fund | $875K | 4.5% |
| Fidelity Advisor Growth Opportunities Fund Class A Fidelity (FMR) · Mutual fund Possible retail class A | $768K | 3.9% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price · Mutual fund | $416K | 2.1% |
| American Funds Washington Mutual R4 Capital Group · Mutual fund Recordkeeper's own fund | $240K | 1.2% |
| Columbia Small Cap Index Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund IndexPossible retail class A | $207K | 1.1% |
| MFS Mid Cap Value Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $203K | 1.0% |
| Amcap Fund Class R-4 Capital Group · Mutual fund Recordkeeper's own fund | $172K | 0.9% |
| 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 |
11 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| Droppedborrower, lessor, or date, rate of interest, collateral, par, or maturity Mutual Funds: American Funds | $2.4M |
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, not money moved.
11 more lines in this lineup are on Pro. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
BLUE RIDGE ESOP ASSOCIATES2 years Filed as: BLUE RIDGE ASSOCIATES Service code 13 7230 LEE DEFOREST DRIVE · COLUMBIA, MD 21046 Contract Administrator | $5,896 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVC Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 Recordkeeping Fees | $1,238 |
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 2025 filing.
Filed June 1, 2026.
Street address, email and phone are on Pro. Free for 7 days, then $49 a month.
4 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025