Filings through .
2 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.
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.
$2K in admin expenses, $19 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
14 funds of $250K or more, counting each target-date vintage; shown as 13 lines, holding $27.2M of the plan's $27.3M. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $13.9M | 51.0% |
| Columbia Large Cap Index Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund Index | $7.0M | 25.9% |
| T. Rowe Price Stable Value E T. Rowe Price · Stable value Stable valueRecordkeeper's own fund | $2.8M | 10.1% |
| T. Rowe Price Mid-Cap Growth Inv T. Rowe Price · Mutual fund Recordkeeper's own fund | $996K | 3.7% |
| T. Rowe Price Balanced Fund, Inc. T. Rowe Price · Mutual fund Recordkeeper's own fund | $753K | 2.8% |
| Dodge & Cox International Stock Fund Class I Dodge & Cox · Mutual fund | $531K | 2.0% |
| JPMorgan LargeCap Growth JPMorgan · Mutual fund | $426K | 1.6% |
| Small CAP Value Fund Investor Class American Century · Mutual fund | $415K | 1.5% |
| T. Rowe Price Equity Income Inv T. Rowe Price · Mutual fund Recordkeeper's own fund | $246K | 0.9% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $158K | 0.6% |
| 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 |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedT. Rowe Price New Horizons Fund, Inc. | $501K |
| ReplacedHighT. Rowe Price Growth Stock Fund, Inc. to JPMorgan LargeCap Growth | $373K to $426K |
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.
3 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 10 of 11 by compensation.
| Provider | Compensation |
|---|---|
DO NOT MAIL1 year Service code 28 30 BRAINTREE HILL PARK STE 400 · BRAINTREE, MA 02184-8751 Investment Management | $10,257 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 PO BOX 896952 · CHARLOTTE, NC 28289-6952 Investment Management | $6,815 |
Filed as: CAPTRUST Service code 28 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609-5734 Investment Management | $6,667 |
Filed as: AMERICAN CENTURY INVESTEMENTS Service code 28 · EIN 44-0619208 Investment Management | $0 |
AMERICAN CENTURY INVESTMENTS11+ years Service code 28 Investment Management | $0 |
COLUMBIA11+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 28 · EIN 93-0577450 Investment Management | $0 |
DODGE & COX11+ years Service code 28 · EIN 94-1441976 Investment Management | $0 |
JP MORGAN1 year Filed as: JP MORGANFUNDS Service code 28 · EIN 13-2624428 Investment Management | $0 |
MFS FUNDS6 years Service code 28 · EIN 04-2747644 Investment Management | $0 |
PIMCO FUNDS11+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 Investment Management | $0 |
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.
3 contacts
11 filings · 2015 to 2025