Filings through .
3 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
High cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.
$410K in admin expenses, $312 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
19 funds of $250K or more; 45 lines in all, holding $43.5M of the plan's $47.1M. Recordkeeper: not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $25.0M | 57.5% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $5.0M | 11.5% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market | $3.5M | 8.1% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $3.2M | 7.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 3.8% |
| Janus Henderson Enterprise Fund Class N Janus Henderson · Mutual fund | $1.2M | 2.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $957K | 2.2% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $601K | 1.4% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $562K | 1.3% |
| T. Rowe Price All-Cap Opportunities Fund-I Class T. Rowe Price · Mutual fund | $352K | 0.8% |
| 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 |
35 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
35 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 5 by compensation.
| Provider | Compensation |
|---|---|
CORNELL POCHILY INVESTMENT ADVISORS11+ years Service code 27 · EIN 26-1694165 Advisory (Plan) | $223,429 |
BONADIO & CO., LLP11+ years Service code 10 · EIN 16-1131146 Accounting | $64,997 |
LOCAL 830 PENSION FUND9 years Filed as: LOCAL 785 PENSION FUND Service code 49 · EIN 16-6062418 Other Services | $28,939 |
Filed as: LIPSITZ GREEN SCIME CAMBRIA, LLP Service code 29 42 DELAWARE AVENUE 120 · BUFFALO, NY 14202 Legal | $7,615 |
Service code 49 622 W. STATE STREET · ITHACA, NY 14850 Other Services | $7,500 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025