Filings through .
3 of 18 flags tripped on the 2025 filing.
Few collective trusts
3% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Recently cancelled plan
Plan reported a final filing / termination within the last year.
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.
$163K in admin expenses.
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds hold $137K of the plan's $143K. Recordkeeper: First American Bank.
Target-date series: Vanguard Target Retirement, mutual fund, 85% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $117K | 85.0% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $5K | 3.5% |
| Hartford Core Equity Fund Hartford Funds · Mutual fund | $5K | 3.3% |
| First American Bank Aggressive Growth Fund Manager not matched · Collective trust | $4K | 2.9% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund Index | $3K | 2.4% |
| Income Fund OF America Capital Group · Mutual fund | $2K | 1.1% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $938 | 0.7% |
| JPMorgan Mid Cap Growth Fund JPMorgan · Mutual fund | $621 | 0.5% |
| Plan & Trust December 31, 2024 American Funds EuroPacific Growth Fund Capital Group · Collective trust | $411 | 0.3% |
| Harbor Small Cap Growth Fund Harbor Capital · Mutual fund | $390 | 0.3% |
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.
This plan did not file a Schedule C with its most recent Form 5500, so no paid service providers are listed.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025