Filings through .
1 of 17 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.)
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.
$910K in admin expenses, $10832 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
5 funds of $250K or more; 13 lines in all, holding $4.5M of the plan's $4.6M. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $2.5M | 55.7% |
| Harbor Capital Appreciation Fund Harbor Capital · Mutual fund | $881K | 19.5% |
| Northern Trust Global Investments CITs NT Col S&P 500 Indx Fund DC NL 4 Northern Trust · Collective trust Index | $458K | 10.1% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $392K | 8.6% |
| MFS Large Cap Value CIT CL CT MFS (Sun Life) · Collective trust | $79K | 1.7% |
| SmallCap Growth Fund I R-6 Principal · Mutual fund | $49K | 1.1% |
| Northern Trust Global Investments CITs NT ACWI ex US IMI Fund DC NL 4 Northern Trust · Collective trust | $37K | 0.8% |
| Northern Trust Global Investments CITs NT Ext Equity Mkt Indx Fund DC NL 4 Northern Trust · Collective trust Index | $37K | 0.8% |
| Collective Trusts Fidelity Institutional Asset Management Fiam Core Plus Commingled Pool Class I Fidelity (FMR) · Collective trust | $36K | 0.8% |
| MFS Mid Cap Value Fund CT MFS (Sun Life) · Mutual fund | $12K | 0.3% |
| 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 |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
3 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.
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.
1 contact
11 filings · 2015 to 2025