Filings through .
3 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$51K in admin expenses, $438 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more; 24 lines in all, holding $27.2M of the plan's $41.3M. Recordkeeper: Charles Schwab.
Target-date series: Vanguard Target Retirement, mutual fund, 4% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Registered Investment Companies JPMorgan Large Cap Growth JPMorgan · Mutual fund | $8.6M | 31.5% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $7.2M | 26.3% |
| MFS Total Return Fund R6 MFS (Sun Life) · Mutual fund | $2.3M | 8.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 4.8% |
| First Eagle Global Fund First Eagle · Mutual fund | $1.3M | 4.7% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 6 vintages | $1.1M | 4.1% |
| JPMorgan Mid Cap Growth Fund JPMorgan · Mutual fund | $1.1M | 3.9% |
| JPMorgan U.S. Research Enhanced Equity Fund JPMorgan · Mutual fund | $630K | 2.3% |
| Dodge & Cox Stock Fund Class I Dodge & Cox · Mutual fund | $548K | 2.0% |
| New World Fund Inc Capital Group · Mutual fund | $528K | 1.9% |
| 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 |
14 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 2 funds, likely replaced 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedJPMorgan U.S. Research Enhanced Equity Fund | $630K |
| ReplacedHighMFS Massachusetts Investors Trust to American Funds American High-Inc | $545K to $337K |
| DroppedLoomis Sayles Investment Grade Bond Fund | $526K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 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.
14 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 1 by compensation.
| Provider | Compensation |
|---|---|
CHARLES SCHWAB & CO., INC.10+ years Service code 71 · EIN 94-1737782 Brokerage Fees | $3,350 |
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