Filings through .
4 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Possible retail share class: $449K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$84K in admin expenses, $429 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds of $250K or more, counting each target-date vintage; shown as 18 lines, holding $47.0M of the plan's $49.0M. Recordkeeper: Fidelity (FMR).
Target-date series: BlackRock LifePath Index, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| date, rate of interest, collateral, value p Manager not matched · Other | $13.6M | 28.9% |
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $13.5M | 28.7% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.3M | 9.2% |
| Pioneer Large Cap Growth Fund Fee Class R1 Victory Capital · Collective trust | $3.0M | 6.4% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $2.5M | 5.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.1M | 4.4% |
| Janus Henderson Triton Coll Fund CL III Janus Henderson · Collective trust | $1.2M | 2.5% |
| BlackRock Global Allocation Fund, Inc. Institutional Shares BlackRock · Mutual fund | $1.1M | 2.4% |
| Pgim Total Return Bond Fund CIT Fee Class LP Prudential (PGIM) · Collective trust | $1.1M | 2.3% |
| New York Life Anchor Account Series I Class 0 New York Life · Insurance contract | $1.0M | 2.2% |
| 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 |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 2 funds, likely replaced 2 funds. Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| DroppedFidelity 500 Index Fund | $10.1M |
| AddedPioneer Large Cap Growth Fund Fee Class R1 | $3.0M |
| DroppedPioneer Fundamental Growth Fund: Class Y | $2.6M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
8 more lines and 3 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 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: MORGAN STANLEY DOMESTIC HOLDINGS Service code 26 · EIN 20-8764829 Advisory (Participants) | $67,435 |
Service code 37 · EIN 04-2647786 Loan Processing | $16,181 |
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