Filings through .
No flags tripped on the 2025 filing.
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.
$15K in admin expenses, $136 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
1 fund of $250K or more; 11 lines in all, holding $1.6M of the plan's $2.3M. Recordkeeper: not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 2% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| CIT Aggressive Growth Fund Manager not matched · Collective trust | $576K | 35.8% |
| Vanguard 500 Index F Vanguard · Mutual fund Index | $155K | 9.6% |
| Conservative Pooled Fund Manager not matched · Collective trust | $151K | 9.4% |
| Growth LLC Fund Manager not matched · Collective trust | $151K | 9.4% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $146K | 9.1% |
| Vanguard Small Cap Growth Index Admi Vanguard · Mutual fund Index | $132K | 8.2% |
| Mod Conservative CIT Manager not matched · Collective trust | $120K | 7.5% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $88K | 5.5% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $57K | 3.5% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 1 vintage | $32K | 2.0% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
1 more fund in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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.
1 more line in this lineup is 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 1 by compensation.
| Provider | Compensation |
|---|---|
BAC CAPITAL ADVISORS, LLC10+ years Filed as: BAC CAPITAL ADVISORS LLC Service code 26 · EIN 91-1999591 Advisory (Participants) | $15,067 |
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.
2 contacts
11 filings · 2015 to 2025