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.
$125K in admin expenses, $103 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
23 funds of $250K or more, counting each target-date vintage; shown as 17 lines, holding $83.2M of the plan's $86.2M. Recordkeeper: Transamerica (Aegon).
Target-date series: T. Rowe Price Retirement, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $34.6M | 41.5% |
| Vanguard Growth Index Fund Institutional Shares Vanguard · Mutual fund Index | $10.6M | 12.8% |
| Tflic Guaranteed Investment Option Manager not matched · Insurance contract | $10.1M | 12.2% |
| Transamerica Multi-Mgd Balanced I Transamerica (Aegon) · Other Recordkeeper's own fund | $9.4M | 11.3% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $8.6M | 10.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.3M | 2.7% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $2.1M | 2.5% |
| Harbor International Core Retirement Harbor Capital · Other | $1.8M | 2.2% |
| Personal Choice Manager not matched · Other | $1.3M | 1.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $820K | 1.0% |
| 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 1 fund, likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedEupac Fund Class R-6 | $1.4M |
| ReplacedHighVanguard High-Yield Corporate Fund Admiral Shares to BlackRock High Yield Portfolio | $504K to $561K |
| ReplacedHighMFS Mid Cap Growth Fund R6 to Vanguard Mid-Cap Growth Index Fund Admiral Shares | $286K to $357K |
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.
7 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 5 by compensation.
| Provider | Compensation |
|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 Claims processing; Shareholder servic... | $124,947 |
Service code 16 Consulting | $37,157 |
CHARLES SCHWAB & CO., INC.11+ years Service code 33 · EIN 94-1737782 Securities brokerage; Securities brok... | $0 |
HEALTHCARE COMMUNITY SECURITIES COR11+ years Filed as: HEALTHCARE COMMUNITY SERVICES CORP Service code 16 ONE EMPIRE DRIVE · RENSSELAER, NY 12144 Consulting | $0 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 Securities brokerage commissions and ... | $0 |
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.
Filed March 26, 2021 (most recent of 6 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
4 contacts
Phone and email for the actuary and top hat administrator are on Pro.
11 filings · 2015 to 2025