Filings through .
1 of 18 flags tripped on the 2025 filing.
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.
$49K in admin expenses, $272 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds of $250K or more; 27 lines in all, holding $9.6M of the plan's $9.7M. Recordkeeper: ADP.
Target-date series: American Funds Target Date, mutual fund, 14% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 5 vintages | $1.3M | 13.7% |
| FID 500 IND Fidelity (FMR) · Other | $929K | 9.7% |
| Amerfunds 2045 Targ Dateret R6 Manager not matched · Mutual fund | $854K | 8.9% |
| Amerfunds 2060 Targ Dateret R6 Manager not matched · Mutual fund | $769K | 8.0% |
| Federated MDT LG CAP GR Instl Federated Hermes · Other | $680K | 7.1% |
| Amerfunds 2030 Targ Dateret R6 Manager not matched · Mutual fund | $673K | 7.0% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $628K | 6.6% |
| Amerfunds 2050 Targ Dateret R6 Manager not matched · Mutual fund | $458K | 4.8% |
| Amerfunds 2035 Targ Dateret R6 Manager not matched · Mutual fund | $423K | 4.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $404K | 4.2% |
| 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 |
17 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
17 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 4 by compensation.
| Provider | Compensation |
|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $25,681 |
SECOND LINE CAPITAL LLC1 year Service code 15 · EIN 92-3387385 Recordkeeping | $15,170 |
HANCOCK WHITNEY BANK1 year Service code 15 · EIN 64-0169065 Recordkeeping | $7,403 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 Shareholder Servicing | $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.
2 contacts
10 filings · 2015 to 2025