Filings through .
1 of 18 flags tripped on the 2025 filing.
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.
$66K in admin expenses, $82 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
22 funds of $250K or more, counting each target-date vintage; shown as 13 lines, holding $114M of the plan's $118M. Recordkeeper: Milliman.
Target-date series: American Funds Target Date, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $68.8M | 60.4% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $14.3M | 12.6% |
| Fidelity Growth Company Fund Fidelity (FMR) · Mutual fund | $14.0M | 12.2% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Mutual fund | $3.3M | 2.9% |
| MassMutual Select Mid Cap Growth Fund - Class R5 MassMutual · Mutual fund | $2.5M | 2.2% |
| American Funds EuroPacfic Growth Fund Class R-6 Capital Group · Mutual fund | $2.5M | 2.2% |
| THE Hartford Total Return Bond Fund Class R6 Hartford Funds · Mutual fund | $2.0M | 1.7% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 1.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 1.5% |
| American Small Cap Val CL R6 Capital Group · Mutual fund | $1.4M | 1.2% |
| 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 |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighLoomis Sayles Small Cap Growth Fund Institutional Class to Small Cap Growth Fund Inst | $425K to $496K |
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.
3 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 1 by compensation.
| Provider | Compensation |
|---|---|
MILLIMAN, INC.5 years Service code 15 · EIN 91-0675641 Recordkeeping | $65,534 |
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.
Filed November 30, 2018 (most recent of 5 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.
4 contacts
11 filings · 2015 to 2025