Filings through .
2 of 19 flags tripped on the 2025 filing.
Possible retail share class: $1.0M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$26K in admin expenses, $76 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
19 funds of $250K or more, counting each target-date vintage; shown as 13 lines, holding $37.8M of the plan's $40.1M. Recordkeeper: Transamerica (Aegon).
Target-date series: American Funds Target Date, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $9.4M | 24.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $8.2M | 21.7% |
| JP Morgan Large Cap Growth A JPMorgan · Other | $3.7M | 9.9% |
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund | $3.4M | 9.1% |
| Columbia Contrarian Core Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $3.0M | 8.0% |
| Guaranteed investment contract Prudential Retirement Insurance and Annuity Company Prudential (PGIM) · Insurance contract | $2.7M | 7.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 4.8% |
| PIMCO Real Return Fund Institutional PIMCO (Allianz) · Mutual fund | $1.7M | 4.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 3.0% |
| MFS International Diversification Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $1.0M | 2.7% |
| 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.
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.
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 3 by compensation.
| Provider | Compensation |
|---|---|
Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 Advisory (Plan) | $13,936 |
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 Claims processing; Float revenue; Inv... | $12,015 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 Securities brokerage; Securities brok... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025