Filings through .
2 of 19 flags tripped on the 2025 filing.
Possible retail share class: $6.8M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
Few collective trusts
5% 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.
$54K in admin expenses, $146 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 18 lines in all, holding $7.3M of the plan's $7.3M. Recordkeeper: ADP.
Target-date series: American Funds Target Date, mutual fund, 90% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $6.5M | 89.6% |
| State Street S&P 500 Index Securities Lending Series Fund State Street (SSgA) · Collective trust Index | $192K | 2.6% |
| AB Large CAP Growth Fund INC Class A AllianceBernstein · Mutual fund Possible retail class A | $90K | 1.2% |
| State Street S&P MidCap Index Non-Lending Series Fund-Class J State Street (SSgA) · Collective trust Index | $80K | 1.1% |
| MFS Value Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $76K | 1.0% |
| PIMCO Income Fund Class R PIMCO (Allianz) · Mutual fund | $52K | 0.7% |
| Blackrock MID CAP Growth Equity Portfolio Class R Shares BlackRock · Mutual fund | $48K | 0.7% |
| State Street U.S. Bond Index Securities Lending Series Fund - Class Viii State Street (SSgA) · Collective trust Index | $47K | 0.6% |
| Macquarie Emerging Markets Fund Macquarie / Nomura · Mutual fund | $36K | 0.5% |
| MFS International Diversification Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $29K | 0.4% |
| 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 |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
8 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 |
|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $27,811 |
UBS FINANCIAL SERVICES INC9 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 Recordkeeping | $25,909 |
ADP BROKER-DEALER9 years Service code 49 · EIN 22-3319984 Other Services | $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 17, 2021 (most recent of 2 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 top hat administrator are on Pro.
10 filings · 2016 to 2025