Filings through .
3 of 19 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Possible retail share class: $10.3M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$99K in admin expenses, $48 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, counting each target-date vintage; shown as 17 lines, holding $123M of the plan's $125M. Recordkeeper: Transamerica (Aegon).
Target-date series: Vanguard Target Retirement, mutual fund, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $47.8M | 38.8% |
| Fully Benefit-Responsive Investment Contract: Tflic Guaranteed Investment Option Manager not matched · Insurance contract | $12.9M | 10.5% |
| T. Rowe Price Large-Cap Growth Fund-I Class T. Rowe Price · Mutual fund | $11.3M | 9.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $9.6M | 7.8% |
| MFS International Value R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $6.6M | 5.4% |
| Putnam Large Cap Value Fund Class Y Shares Franklin Templeton · Mutual fund | $6.4M | 5.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $5.5M | 4.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $5.0M | 4.0% |
| JPMorgan Mid Cap Value Fund Class L JPMorgan · Mutual fund | $4.0M | 3.2% |
| PIMCO Total Return Fund A PIMCO (Allianz) · Mutual fund Possible retail class A | $3.6M | 2.9% |
| 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.
Added 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard target date (mutual fund, Instl) to Vanguard Target Retirement 2030 Fund | $27.4M to $47.8M |
| AddedPutnam Large Cap Value Fund Class Y Shares | $6.4M |
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 2 by compensation.
| Provider | Compensation |
|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 Recordkeeping fees; Distribution (12b... | $121,280 |
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 April 5, 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
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025