Filings through .
2 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$61K in admin expenses, $158 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
21 funds of $250K or more; 28 lines in all, holding $25.9M of the plan's $26.4M. Recordkeeper: Sage, Rutty And CO.
Target-date series: Vanguard Target Retirement, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $13.4M | 51.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.0M | 11.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.0M | 7.6% |
| DFA US Large Company I Dimensional · Mutual fund | $966K | 3.7% |
| Vanguard Target Retirement Vanguard · Other Target-date, 1 vintage | $893K | 3.4% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $495K | 1.9% |
| Fidelity International Growth Fund Fidelity (FMR) · Mutual fund | $454K | 1.8% |
| Victory Sycamore Established Value Fund Class R6 Victory Capital · Mutual fund | $422K | 1.6% |
| MET SV Solutions J Manager not matched · Other | $416K | 1.6% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $413K | 1.6% |
| 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 |
18 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
18 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 |
|---|---|
SAGE, RUTTY AND CO., INC.8 years Filed as: SAGE RUTTY & CO., INC. Service code 15 · EIN 16-0620690 Recordkeeping | $36,337 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $24,169 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 Shareholder Servicing | $0 |
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
Filed December 8, 2016 (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.
1 contact
10 filings · 2016 to 2025