Filings through .
3 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
<1% 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.
$38K in admin expenses, $94 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
7 funds of $250K or more; 49 lines in all, holding $5.9M of the plan's $7.0M. Recordkeeper: Intac Actuarial Services.
Target-date series: American Century One Choice, other, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Century One Choice American Century · Other Target-date, 6 vintages | $2.1M | 35.4% |
| Nuvn Lgcap GR R6 Manager not matched · Mutual fund | $1.0M | 17.5% |
| American Century Retirement Rdns Retirement American Century · Other | $635K | 10.8% |
| Blkrk IS S&P 500 Indx K Manager not matched · Other Index | $341K | 5.8% |
| American Funds Fundamental Investors Class R-6 Capital Group · Mutual fund | $272K | 4.6% |
| PIMCO Real Rtn Inst PIMCO (Allianz) · Mutual fund | $179K | 3.0% |
| Nuvn Cor Pls Bd R6 Manager not matched · Mutual fund | $168K | 2.8% |
| Nueberger Berman Strategic Income Fund R6 Manager not matched · Mutual fund | $166K | 2.8% |
| Heritage Fund R6 Class American Century · Mutual fund | $135K | 2.3% |
| Vngrd SM CAP Indx FD AS Manager not matched · Other Index | $107K | 1.8% |
| 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 |
39 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedPrncpl Glbl Realest R6 | $302K |
| DroppedMFS Mdcap Gr R6 | $287K |
Stable value and insurance contract lines, renames and class changes are not counted.
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.
39 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 |
|---|---|
INTAC ACTUARIAL SERVICES11+ years Service code 15 · EIN 22-2446239 Recordkeeping | $7,827 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025