Filings through .
3 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
$140K in admin expenses, $89 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
22 funds of $250K or more; 27 lines in all, holding $31.4M of the plan's $32.0M. Recordkeeper: ADP.
Target-date series: Nuveen Lifecycle Index, mutual fund, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $17.9M | 57.0% |
| As certified by ADP Retirement Trust Services, LLC: Shares of registered investment companies: Fidelity 5 Fidelity (FMR) · Collective trust | $4.7M | 15.0% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 3.6% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 3.5% |
| Units of common collective trust fund: Reliance/MetLife Stable Value MetLife · Stable value Stable value | $901K | 2.9% |
| T. Rowe Price Global Stock Fund-I Class T. Rowe Price · Mutual fund | $813K | 2.6% |
| Franklin Small CAP Growth Fund Class R6 Franklin Templeton · Mutual fund | $422K | 1.3% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $404K | 1.3% |
| Fidelity Mid Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $386K | 1.2% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $376K | 1.2% |
| 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 |
17 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedAs certified by ADP Retirement Trust Services, LLC: Shares of registered investment companies: Fidelity 5 | $4.7M |
| DroppedAs certified by Reliance Trust Companies: Shares of registered investment companies: Fidelity 500 Index Fund | $3.4M |
| AddedBNY Mellon Natural Resources Fund Class Y | $313K |
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.
17 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 |
|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $101,302 |
MORGAN STANLEY SMITH BARNEY5 years Service code 15 · EIN 20-8764829 Recordkeeping | $38,339 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025