Filings through .
2 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
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.
$2.0M in admin expenses, $65 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
26 funds of $250K or more, counting each target-date vintage; shown as 16 lines, holding $11.9B of the plan's $13.2B. Recordkeeper: Charles Schwab.
Target-date series: Vanguard Target Retirement, collective trust, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 13 vintages | $4.13B | 34.8% |
| Fidelity Growth Company Comm Fidelity (FMR) · Collective trust | $2.76B | 23.2% |
| Vanguard Inst 500 Index Unit B Vanguard · Collective trust Index | $2.33B | 19.6% |
| Fidelity Investment Mmt Only Fidelity (FMR) · Mutual fund | $443M | 3.7% |
| Vanguard Midcapindex Instlplus Vanguard · Mutual fund | $323M | 2.7% |
| MassMutual Mid Cap Growth Fund Class I MassMutual · Mutual fund | $255M | 2.1% |
| Capital Group Eupac Trst CL U2 Capital Group · Collective trust | $249M | 2.1% |
| Vanguard Inst Ttintl Smkt Idxb Vanguard · Collective trust | $241M | 2.0% |
| Boston Partners Mid Cap Value Boston Partners · Collective trust | $235M | 2.0% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $230M | 1.9% |
| 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 1 fund, likely replaced 1 fund. Moved 1 fund from mutual fund to collective trust. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeMassMutual Select Mid Cap Growth Fund to MassMutual Mid Cap Growth Fund Class I | $333M to $255M |
| Mutual fund to collective trustEupac Fund to Capital Group Eupac Trst CL U2 | $230M to $249M |
| AddedVanguard Inst Ttintl Smkt Idxb | $241M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 5 renames.
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.
6 more lines and 3 more changes 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 10 of 24 by compensation.
| Provider | Compensation |
|---|---|
Service code 28 · EIN 53-0181291 Investment Management | $851,000 |
Service code 33 · EIN 94-1737782 Direct payment from the plan; Shareho... | $531,012 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 Recordkeeping | $320,216 |
Filed as: FIDELITY INVEST INST OPER COMP INC Service code 37 · EIN 04-2647786 Loan Processing | $296,171 |
Filed as: FIDELITY INVESTMENTS INST Service code 26 · EIN 04-3532603 Advisory (Participants) | $61,438 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 Advisory (Plan) | $60,456 |
EP WEALTH ADVISORS LLC1 year Service code 26 · EIN 33-0152539 Advisory (Participants) | $33,451 |
Filed as: KAYNE ANDERSON RUDNICK Service code 26 · EIN 95-4575414 Advisory (Participants) | $18,780 |
Filed as: WEALTH ENHANCEMENT ADVISORY SE Service code 26 · EIN 41-2016508 Advisory (Participants) | $17,339 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 26 · EIN 36-4319587 Advisory (Participants) | $13,803 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
Filed September 18, 2006.
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.
3 contacts
10 filings · 2016 to 2025