Filings through .
1 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.
$407K in admin expenses, $163 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
25 funds of $250K or more; 35 lines in all, holding $62.3M of the plan's $62.4M. Recordkeeper: July Business Services.
| Fund | Dollars | % of funds% |
|---|---|---|
| MyWayRetirement Index 2045 Fund R Manager not matched · Collective trust Index | $7.2M | 11.5% |
| MyWayRetirement Index 2055 Fund R Manager not matched · Collective trust Index | $6.3M | 10.1% |
| MyWayRetirement Index 2060 Fund R Manager not matched · Collective trust Index | $6.3M | 10.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.9M | 7.8% |
| MyWayRetirement Index 2050 Fund R Manager not matched · Collective trust Index | $4.9M | 7.8% |
| MyWayRetirement Index 2040 Fund R Manager not matched · Collective trust Index | $4.8M | 7.7% |
| MyWayRetirement Index 2035 R Manager not matched · Collective trust Index | $4.3M | 6.9% |
| American Funds Growth Fund of Amer R6 Capital Group · Mutual fund | $3.3M | 5.3% |
| MyWayRetirement Index Retirement Fund R Manager not matched · Collective trust Index | $2.9M | 4.7% |
| MyWayRetirement Index 2030 Fund R Manager not matched · Collective trust Index | $2.9M | 4.7% |
| 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 |
25 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedGoldman Sachs GQG Pinrs Intl Opps R6 | $371K |
| DroppedGoldman Sachs GQG Partners International Opportunities Fund Class R6 Shares | $344K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 8 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.
25 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 |
|---|---|
JULY BUSINESS SERVICES10+ years Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 Recordkeeping | $178,449 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 26 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 Advisory (Participants) | $152,077 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025