Filings through .
2 of 18 flags tripped on the 2024 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 2024 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, $382 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds of $250K or more; 20 lines in all, holding $14.6M of the plan's $14.9M. Recordkeeper: 401(k) Advisors.
Target-date series: BlackRock LifePath Index, mutual fund, 10% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Janus Henderson Balanced Fund Janus Henderson · Mutual fund | $8.2M | 56.0% |
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $1.4M | 9.8% |
| Ultra Fund American Century · Mutual fund | $881K | 6.0% |
| iShares Russell BlackRock · ETF Index | $543K | 3.7% |
| New Perspective Fund Capital Group · Mutual fund | $514K | 3.5% |
| JPMorgan U.S. Value Fund JPMorgan · Mutual fund | $374K | 2.6% |
| iShares Russell 2000 Small-Cap Index Fund Class K BlackRock · ETF Index | $374K | 2.6% |
| Invesco Summit Fund Invesco · Mutual fund | $328K | 2.2% |
| Victory Sycamore Established Value Fund Victory Capital · Mutual fund | $319K | 2.2% |
| Cohen & Steers Institutional Realty Shares Cohen & Steers · Mutual fund | $303K | 2.1% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
10 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 3 by compensation.
| Provider | Compensation |
|---|---|
401(K) ADVISORS INC8 years Filed as: 401K ADVISORS INC Service code 15 · EIN 33-0905143 Recordkeeping | $36,421 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $28,118 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 Shareholder Servicing | $0 |
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 2024 filing.
3 contacts
10 filings · 2015 to 2024