Filings through .
2 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.
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.
$65K in admin expenses, $409 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more; 34 lines in all, holding $9.2M of the plan's $9.4M. Recordkeeper: not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $5.7M | 61.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 13.4% |
| Nuveen Large Cap Growth Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $435K | 4.7% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $318K | 3.5% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund | $267K | 2.9% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $259K | 2.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $160K | 1.7% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $126K | 1.4% |
| JPMorgan U.S. Research Enhanced Equity Fund Class R6 JPMorgan · Mutual fund | $124K | 1.3% |
| Federated Hermes Institutional High Yield Bond Fund Institutional Shares Federated Hermes · Mutual fund | $122K | 1.3% |
| 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 |
24 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
24 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 2 by compensation.
| Provider | Compensation |
|---|---|
PCS RETIREMENT, LLC1 year Service code 12 · EIN 23-3038464 Contract Administrator; Consulting (g... | $34,636 |
NEWSQUARE CAPITAL, LLC1 year Service code 27 16 CAMPUS BLVD · NEWTOWN SQUARE, PA 19073 Advisory (Plan) | $30,061 |
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.
2 contacts
11 filings · 2015 to 2025