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.
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.
$55K in admin expenses, $277 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds of $250K or more; 26 lines in all, holding $26.5M of the plan's $27.9M. Recordkeeper: Truenorth.
Target-date series: American Funds Target Date, mutual fund, 10% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Amerfunds 2035 Targ Dateret R6 Manager not matched · Mutual fund | $3.0M | 11.1% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 3 vintages | $2.8M | 10.4% |
| Allspring Disc US Core R6 Allspring · Mutual fund | $2.3M | 8.8% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund | $2.2M | 8.3% |
| Amerfunds Amer Balanced - R6 Capital Group · Mutual fund | $1.8M | 6.8% |
| Amerfunds 2030 Targ Dateret R6 Manager not matched · Mutual fund | $1.7M | 6.3% |
| Victory Sycamore Established Value Fund Class R6 Victory Capital · Mutual fund | $1.6M | 6.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund | $1.6M | 6.1% |
| Amerfunds 2045 Targ Dateret R6 Manager not matched · Mutual fund | $1.4M | 5.4% |
| Put Dynamic Asset Alloc GR R6 Manager not matched · Mutual fund | $1.4M | 5.1% |
| 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 |
16 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 3 funds.
| Fund | Year-end value |
|---|---|
| AddedFidelity Blue Chip Growth K6 Fund | $2.2M |
| AddedAmerfunds Amer Balanced - R6 | $1.8M |
| DroppedAlger Capital Appr Instl Y | $1.5M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 7 renames.
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.
16 more lines and 2 more changes 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 2 by compensation.
| Provider | Compensation |
|---|---|
TRUENORTH, INC.2 years Filed as: TRUENORTH SECURITIES, INC Service code 15 · EIN 48-1233289 Recordkeeping | $51,260 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $2,977 |
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