Filings through .
3 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
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.
$60K in admin expenses, $361 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 of $250K or more; 27 lines in all, holding $21.6M of the plan's $33.6M. Recordkeeper: Voya.
Target-date series: T. Rowe Price Retirement, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $11.1M | 51.6% |
| Voya Fixed Account Voya · Insurance contract Recordkeeper's own fund | $2.6M | 12.3% |
| Blackrock 40/60 Target Allocation Fund BlackRock · Mutual fund | $2.3M | 10.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 5.8% |
| Vanguard U.S. Growth Fund Vanguard · Mutual fund | $691K | 3.2% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $503K | 2.3% |
| Vanguard Intermediate-Term Bond Index Fund Vanguard · Mutual fund Index | $366K | 1.7% |
| Vanguard Energy Index Fund Vanguard · Mutual fund Index | $331K | 1.5% |
| New World Fund Inc Capital Group · Mutual fund | $299K | 1.4% |
| Lord Abbett Short Duration Income Fund Lord Abbett · Mutual fund | $262K | 1.2% |
| 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 |
17 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.
17 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 |
|---|---|
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 55 250 NICOLLET MALL #1600 · MINNEAPOLIS, MN 55401 Other Commissions | $86,018 |
PENSION CONSULTANTS, INC.11+ years Service code 49 · EIN 06-1504963 10 WATERSIDE DR. SUITE 200 · FARMINGTON, CT 06032 Other Services | $15,614 |
Filed as: SCP RETIREMENT SERVICES LLC Service code 49 30 NORTH LASALLE STREET SUITE 2624 · CHICAGO, IL 60602 Other Services | $9,776 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025