Filings through .
3 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low employer contribution
Employer contribution per participant 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.
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.
$39K in admin expenses, $272 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more; 20 lines in all, holding $12.3M of the plan's $12.8M. Recordkeeper: Ascensus.
Target-date series: Vanguard Target Retirement, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $5.2M | 42.6% |
| American Funds Growth Fund of Amer R6 Capital Group · Mutual fund | $1.3M | 10.8% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $1.1M | 9.0% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $913K | 7.4% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $586K | 4.8% |
| Vanguard Dividend Appreciation Index Fund Admiral Shares Vanguard · Mutual fund Index | $571K | 4.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $511K | 4.2% |
| CIT III for MetLife Group Annuity Contract MetLife · Insurance contract | $427K | 3.5% |
| Vanguard Health Care Fund Admiral Shares Vanguard · Mutual fund | $384K | 3.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $300K | 2.4% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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.
10 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 3 by compensation.
| Provider | Compensation |
|---|---|
CETERA FINANCIAL GROUP8 years Filed as: CETERA ADVISORS, LLC Service code 27 · EIN 84-0858799 Advisory (Plan) | $24,877 |
ASCENSUS LLC1 year Filed as: ASCENSUS FINANCIAL SERVICES, LLC Service code 15 · EIN 26-3112524 Recordkeeping | $1 |
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 Recordkeeping | $1 |
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 June 17, 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.
2 contacts
11 filings · 2015 to 2025