Filings through .
2 of 18 flags tripped on the 2025 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 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.
$264K in admin expenses, $27 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
26 funds of $250K or more, counting each target-date vintage; shown as 13 lines, holding $637M of the plan's $639M. Recordkeeper: Valic Retirement Services.
Target-date series: Fidelity Freedom Blend, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Blend Fidelity (FMR) · Mutual fund Target-date, 14 vintages | $487M | 76.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $45.9M | 7.2% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $17.6M | 2.8% |
| Valic Fixed Interest Corebridge (AIG) · Insurance contract | $16.9M | 2.7% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $13.0M | 2.0% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $12.7M | 2.0% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $9.1M | 1.4% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $6.9M | 1.1% |
| BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund | $6.2M | 1.0% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $5.9M | 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 |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Moved to another target-date series. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Target-date switchT. Rowe Price Retirement 2030 Fund-I Class to Fidelity Freedom Blend 2030 Fund Class K6 | $442M to $487M |
| Share class changeFidelity U.S. Bond Index Fund (Instl) to Fidelity U.S. Bond Index Fund | $9.0M to $9.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
3 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 5 by compensation.
| Provider | Compensation |
|---|---|
Service code 15 · EIN 51-0396365 2929 ALLEN PARKWAY · HOUSTON, TX 77019 Recordkeeping | $322,971 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 Advisory (Plan) | $32,000 |
Filed as: CBIZ OPERATIONS, INC. Service code 10 · EIN 34-1846498 Accounting | $30,140 |
Filed as: ANGELL PENSION GROUP, INC. Service code 16 · EIN 04-2530412 Consulting | $7,031 |
Service code 37 · EIN 04-2647786 Loan Processing | $5,408 |
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.
Filed July 22, 2006.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
6 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025