Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $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. Free for 7 days, then $49 a month.
$33K in admin expenses, $198 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more; 29 lines in all, holding $8.4M of the plan's $8.7M. Recordkeeper: not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $2.3M | 27.2% |
| Voya Fixed Account Voya · Insurance contract | $702K | 8.3% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $450K | 5.3% |
| Voya Intermediate Bond Fund Class R6 Voya · Mutual fund | $442K | 5.2% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $431K | 5.1% |
| Amcap Fund Class R-6 Capital Group · Mutual fund | $417K | 4.9% |
| American Balanced Fund Class R-6 Capital Group · Separate account | $338K | 4.0% |
| Vanguard LifeStrategy 40/60 Fund Investor Shares Vanguard · Mutual fund | $334K | 4.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $319K | 3.8% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund | $285K | 3.4% |
| 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 |
19 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
19 more lines in this lineup are on Pro. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Not reported. Schedule C was not filed with this plan's most recent Form 5500, so no paid service providers are listed.
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025