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. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$49K in admin expenses, $171 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
26 funds of $250K or more, counting each target-date vintage; shown as 19 lines, holding $63.9M of the plan's $64.1M. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $27.0M | 42.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $9.0M | 14.0% |
| Vanguard Windsor II Fund Admiral Shares Registered Investment Companies Vanguard · Mutual fund Recordkeeper's own fund | $5.8M | 9.1% |
| Vanguard Retirement Savings Trust III Vanguard · Stable value Stable valueRecordkeeper's own fund | $4.0M | 6.3% |
| Growth Fund OF America Capital Group · Mutual fund | $4.0M | 6.2% |
| Vanguard Wellington Fund Admiral Shares Registered Investment Companies Vanguard · Mutual fund Recordkeeper's own fund | $3.4M | 5.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $2.2M | 3.5% |
| Vanguard Cash Reserves Federal Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund | $1.6M | 2.5% |
| Vanguard International Growth Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $1.5M | 2.4% |
| Admiral Shares Janus Henderson Triton Fund; Class T Janus Henderson · Mutual fund | $1.1M | 1.6% |
Dropped 1 fund. Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard International Growth Fund Admiral Shares to Vanguard International Growth Fund Investor Shares | $1.1M to $1.5M |
| Share class changeEmpower T. Rowe Price Mid Cap Growth Fund; Plus Cl to Fund Admiral Shares Empower T. Rowe Price Mid Cap Growth Registered Investment Companies | $562K to $423K |
| DroppedJPMorgan Core Plus Bond Fund Class R6 | $377K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 6 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
9 more lines in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. 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.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 Recordkeeping | $48,649 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025