Filings through .
1 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$177K in admin expenses, $235 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
25 funds of $250K or more; 28 lines in all, holding $115M of the plan's $121M. Recordkeeper: not identified.
Target-date series: T. Rowe Price Retirement, collective trust, 0% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $17.9M | 15.5% |
| Winslow Large Cap Growth CIT; Class CT N/R TIAA (Nuveen) · Collective trust | $11.0M | 9.6% |
| Columbia Trust Dividend Income Fund CAP Ameriprise (Columbia Threadneedle) · Collective trust | $10.8M | 9.3% |
| Transamerica Retirement Solutions Stable Pooled Fund Transamerica (Aegon) · Collective trust | $9.8M | 8.5% |
| Nomura Small Cap Core Fund Class R6 Macquarie / Nomura · Mutual fund | $5.6M | 4.9% |
| TRowe Pr d 2040 Trust A T. Rowe Price · Collective trust | $5.3M | 4.6% |
| TRowe Pr d 2030 Trust A T. Rowe Price · Collective trust | $5.2M | 4.6% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $5.2M | 4.5% |
| TRowe Pr d 2055 Trust A T. Rowe Price · Collective trust | $4.8M | 4.2% |
| TRowe Pr d 2045 Trust A T. Rowe Price · Collective trust | $4.7M | 4.1% |
| 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 |
18 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Moved 3 funds from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustNyli Winslow Large Cap Growth Fund Class R6 to Winslow Large Cap Growth CIT; Class CT N/R | $10.2M to $11.0M |
| Mutual fund to collective trustPIMCO Real Return Fund Institutional to PIMCO Real Return Collective Trust II Class I | $1.5M to $1.6M |
| Mutual fund to collective trustPIMCO Total Return Fund Institutional to PIMCO Total Return Collective Trust Class I | $1.2M to $1.3M |
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.
18 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 4 by compensation.
| Provider | Compensation |
|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 Claims processing; Float revenue; Par... | $92,855 |
CAP FINANCIAL PARTNERS, LLC4 years Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 Advisory (Plan) | $53,758 |
EISNERAMPER LLP2 years Filed as: EISNER AMPER LLP Service code 10 · EIN 87-1363769 Accounting | $29,925 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 Securities brokerage commissions and ... | $251 |
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.
Filed May 21, 2012 (most recent of 2 filings on file).
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
11 filings · 2015 to 2025