Filings through .
No flags tripped on the 2025 filing.
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.
$109K in admin expenses, $108 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
21 funds of $250K or more, counting each target-date vintage; shown as 11 lines, holding $154M of the plan's $160M. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, collective trust, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $95.4M | 62.0% |
| Vang Inst 500 Index TR Vanguard · Collective trust IndexRecordkeeper's own fund | $23.2M | 15.1% |
| Vanguard Inst Total Bond Market Index Trust Vanguard · Collective trust IndexRecordkeeper's own fund | $7.7M | 5.0% |
| Vanguard Retirement Savings Trust III Vanguard · Stable value Stable valueRecordkeeper's own fund | $6.7M | 4.4% |
| Vanguard Mid-Cap Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $6.3M | 4.1% |
| Vanguard Developed Markets Index Trust Vanguard · Collective trust IndexRecordkeeper's own fund | $6.2M | 4.0% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $2.7M | 1.8% |
| Vanguard Emerging Markets Stock Index Fund Institutional Shares Vanguard · Mutual fund Recordkeeper's own fund | $2.4M | 1.5% |
| Vanguard Target Retirement Income Trust Plus Vanguard · Collective trust Recordkeeper's own fund | $2.1M | 1.4% |
| Vanguard Total International Bond Index Fund Institutional Shares Vanguard · Mutual fund Recordkeeper's own fund | $864K | 0.6% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
1 more fund in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 5 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Target Retirement 2040 Trust | $95.4M |
| DroppedFunds | $80.2M |
| AddedVanguard Developed Markets Index Trust | $6.2M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
1 more line 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 |
|---|---|
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 Advisory (Participants) | $58,524 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 Recordkeeping | $50,561 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025