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.
$54K in admin expenses, $224 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
14 funds of $250K or more, counting each target-date vintage; shown as 13 lines, holding $23.2M of the plan's $24.1M. Recordkeeper: Riversedge Adv. Ret. Solutions.
Target-date series: Vanguard Target Retirement, mutual fund, 20% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $6.4M | 27.7% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 4 vintages | $4.7M | 20.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.8M | 12.2% |
| Target Retirement 2023 Fund I Vanguard · Mutual fund | $2.6M | 11.1% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $1.8M | 8.0% |
| Target Retirement 2026 Investor Vanguard · Mutual fund | $1.3M | 5.6% |
| Harbor International Fund Institutional Class Harbor Capital · Mutual fund | $897K | 3.9% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $755K | 3.3% |
| Pgim Jennison MID-CAP Growth Fund Class R6 Prudential (PGIM) · Mutual fund | $513K | 2.2% |
| Virtus Ceredex Mid-Cap Value Equity Fund Virtus · Mutual fund | $503K | 2.2% |
| 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 |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 4 funds.
| Fund | Year-end value |
|---|---|
| AddedTarget Retirement 2023 Fund I | $2.6M |
| AddedTarget Retirement 2026 Investor | $1.3M |
| AddedVirtus Ceredex Mid-Cap Value Equity Fund | $503K |
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.
3 more lines and 1 more change 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 |
|---|---|
KESTRA FINANCIAL2 years Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 Advisory (Plan) | $51,390 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 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.
3 contacts
11 filings · 2015 to 2025