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.
$40K in admin expenses, $229 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 17 lines in all, holding $9.8M of the plan's $11.6M. Recordkeeper: Vanguard.
Target-date series: American Funds Target Date, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $5.2M | 53.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.0M | 10.5% |
| MetLife GAC-25053 Class 0 MetLife · Collective trust | $588K | 6.0% |
| Vanguard Wellesley Income Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $543K | 5.6% |
| Blue Chip Fund R-6 Principal · Mutual fund | $439K | 4.5% |
| D.F.A US Targeted Value portfolio I Mutual Fund Manager not matched · Mutual fund | $362K | 3.7% |
| Fidelity Total Bond K6 Fund Fidelity (FMR) · Mutual fund | $247K | 2.5% |
| Janus Henderson Enterprise Fund Class N Janus Henderson · Mutual fund | $201K | 2.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $186K | 1.9% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $179K | 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 4 funds, dropped 2 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVanguard | $2.0M |
| AddedVanguard 500 Index Fund Admiral Shares | $1.0M |
| ReplacedHighDFA to MetLife GAC-25053 Class 0 | $329K to $588K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
7 more lines and 4 more changes 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 |
|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 Recordkeeping | $25,058 |
Filed as: WORLD INVESTMENT ADVISORS Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 Advisory (Plan) | $15,167 |
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.
2 contacts
11 filings · 2015 to 2025