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.
$5K in admin expenses, $6 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
32 funds of $250K or more, counting each target-date vintage; shown as 25 lines, holding $83.5M of the plan's $85.1M. Recordkeeper: not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $50.4M | 60.3% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $9.2M | 11.0% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.6M | 5.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $3.0M | 3.6% |
| Vanguard Info Tech Index Admiral Vanguard · Mutual fund Index | $2.4M | 2.8% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $1.7M | 2.0% |
| Large Cap International Portfolio - Institutional Class Dimensional · Mutual fund | $1.5M | 1.8% |
| Voya Intermediate Bond Fund Class R6 Voya · Mutual fund | $1.1M | 1.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 1.3% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $998K | 1.2% |
| 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 |
15 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard International Growth Fund Admiral Shares | $1.7M |
| Share class changeVanguard Small-Cap Index Fund Investor Shares to Vanguard Small-Cap Index Fund Admiral Shares | $802K to $1.1M |
| AddedInvesco Opp Gold & SP Mnrl R6 | $709K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
15 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 2 by compensation.
| Provider | Compensation |
|---|---|
Service code 33 · EIN 94-1737782 Float revenue; Securities brokerage c... | $1 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 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
11 filings · 2015 to 2025