Filings through .
2 of 18 flags tripped on the 2025 filing.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Possible retail share class: $1.8M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$114K in admin expenses, $120 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
24 funds of $250K or more, counting each target-date vintage; shown as 20 lines, holding $28.3M of the plan's $29.0M. Recordkeeper: Alliance Pension Consultants.
Target-date series: SSgA Target Retirement, mutual fund, 16% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 9 vintages | $4.6M | 16.4% |
| Cost value Mutual funds Fidelity Invest Fidelity (FMR) · Mutual fund | $3.5M | 12.2% |
| Large Cap Value Fund Class R1 Manager not matched · Collective trust | $3.2M | 11.3% |
| Fidelity U.S. Bonds Index Fidelity (FMR) · Mutual fund Index | $2.0M | 7.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 6.6% |
| Money market mutual fund Charles Schwab Bank Charles Schwab · Money market | $1.7M | 6.1% |
| Janus Henderson Dev Wrld BD Coll III Janus Henderson · Collective trust | $1.6M | 5.6% |
| Franklin Dynatech Fund Franklin Templeton · Mutual fund | $1.5M | 5.4% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 4.2% |
| New World Fund Inc Capital Group · Mutual fund | $1.2M | 4.1% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
10 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 3 by compensation.
| Provider | Compensation |
|---|---|
Filed as: ALLIANCE PENSION CONSULTANTS Service code 15 · EIN 36-4389114 Recordkeeping | $61,910 |
LPL FINANCIAL1 year Service code 16 · EIN 04-3046611 Consulting | $52,500 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 15 · EIN 82-3967259 Recordkeeping | $9,234 |
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.
3 contacts
11 filings · 2015 to 2025