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 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.
$117K in admin expenses, $234 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds hold $114M of the plan's $117M. Recordkeeper: T. Rowe Price.
| Fund | Dollars | % of funds% |
|---|---|---|
| Equity Index 500 Fund T. Rowe Price · Mutual fund IndexRecordkeeper's own fund | $21.9M | 19.1% |
| JP Morgan Large Cap Fund JPMorgan · Mutual fund | $18.4M | 16.1% |
| Balanced Fund Manager not matched · Mutual fund | $14.6M | 12.8% |
| Janus Henderson Collective Fund Victory Capital · Collective trust | $11.5M | 10.0% |
| Contract Anchor Acct III New York Life · Insurance contract | $11.1M | 9.7% |
| American Capital Group · Other | $9.3M | 8.1% |
| T. Rowe Price Overseas Stock Fund T. Rowe Price · Mutual fund Recordkeeper's own fund | $6.0M | 5.2% |
| T. Rowe Price Extended Equity Market Index Fund T. Rowe Price · Mutual fund IndexRecordkeeper's own fund | $5.6M | 4.9% |
| T. Rowe Price International Discovery Fund T. Rowe Price · Mutual fund Recordkeeper's own fund | $3.7M | 3.2% |
| T. Rowe Price Small-Cap Stock Fund, Inc. T. Rowe Price · Mutual fund Recordkeeper's own fund | $3.3M | 2.9% |
| 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 |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 1 fund. Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustVictory Core Plus Intermediate Bond Fund (Formerly Usaa Intermediate-Term Bond Fund) to Janus Henderson Collective Fund | $12.3M to $11.5M |
| DroppedCollective Fund | $2.4M |
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.
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 1 by compensation.
| Provider | Compensation |
|---|---|
T ROWE PRICE RPS INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 Recordkeeping | $116,813 |
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 January 27, 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.
4 contacts
11 filings · 2015 to 2025