Filings through .
5 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.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Possible retail share class: $5.6M
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.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $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. Free for 7 days, then $49 a month.
$2K in admin expenses, $7 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
7 funds of $250K or more; 16 lines in all, holding $5.6M of the plan's $5.6M. Recordkeeper: not identified.
Target-date series: American Funds Target Date, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $4.4M | 79.3% |
| American Funds Capital Group · Mutual fund Possible retail class R3 | $390K | 7.0% |
| Growth Fund OF America Class R-3 Capital Group · Mutual fund Possible retail class R3 | $241K | 4.3% |
| Capital World Growth & Income Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $169K | 3.0% |
| Eupac Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $163K | 2.9% |
| Capital Income Builder Class R-3 Capital Group · Mutual fund Possible retail class R3 | $66K | 1.2% |
| Smallcap World Fund INC Class R-3 Capital Group · Mutual fund Possible retail class R3 | $61K | 1.1% |
| Amcap Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $47K | 0.8% |
| American Funds Growth Portfolio Class R-3 Capital Group · Mutual fund Possible retail class R3 | $4K | <0.1% |
| American Balanced Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $4K | <0.1% |
| 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
6 more lines in this lineup are on Pro. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Not reported. Schedule C was not filed with this plan's most recent Form 5500, so no paid service providers are listed.
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 October 18, 2004.
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
2 contacts
10 filings · 2016 to 2025