Filings through .
3 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
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.
$18K in admin expenses, $52 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
31 funds of $250K or more, counting each target-date vintage; shown as 22 lines, holding $189M of the plan's $205M. Recordkeeper: not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $53.2M | 28.1% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $27.6M | 14.6% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $18.5M | 9.8% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund | $16.0M | 8.5% |
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $8.3M | 4.4% |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Vanguard · Money market | $7.7M | 4.1% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price · Mutual fund | $7.3M | 3.9% |
| Vanguard Short-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $6.9M | 3.7% |
| Vanguard Extended Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $5.0M | 2.6% |
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund | $4.2M | 2.2% |
| 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 |
12 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard Total International Stock Index Fund Investor Shares to Vanguard Total International Stock Index Fund Admiral Shares | $2.5M to $3.1M |
| Share class changeVanguard Total International Bond Index Fund Investor Shares to Vanguard Total International Bond Index Fund Admiral Shares | $526K to $428K |
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.
12 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 |
|---|---|
THE VANGUARD GROUP, INC.11+ years Filed as: VANGUARD GROUP, INC. Service code 33 · EIN 23-1945930 Sub-transfer agency fees; Securities ... | $18,281 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025