Filings through .
2 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 8 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
7 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$9K in admin expenses, $22 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds of $250K or more; 36 lines in all, holding $28.5M of the plan's $28.8M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| MyCompass Index Moderate 2055 Fund Class R Manager not matched · Mutual fund | $8.4M | 29.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $5.6M | 19.5% |
| MyCompass Index Moderate 2045 Fund Class R Manager not matched · Mutual fund | $1.9M | 6.7% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.6M | 5.7% |
| MyCompass Index Moderate 2035 Fund Class R Manager not matched · Mutual fund | $1.4M | 4.8% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.3M | 4.6% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund | $1.1M | 3.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $994K | 3.5% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $760K | 2.7% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $706K | 2.5% |
| 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 |
26 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 8 funds. Changed vehicle on 1 fund.
| Fund | Year-end value |
|---|---|
| Other vehicle moveMyCompass Ind Mod 2055 Fd R to MyCompass Index Moderate 2055 Fund Class Rseparate account to mutual fund | $5.8M to $8.4M |
| AddedMyCompass Index Moderate 2045 Fund Class R | $1.9M |
| AddedMyCompass Index Moderate 2035 Fund Class R | $1.4M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
26 more lines and 6 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 3 by compensation.
| Provider | Compensation |
|---|---|
Filed as: ASSOCIATED PENSION CONSULTANTS INC. Service code 49 Other Services | $8,614 |
Filed as: SCP RETIREMENT SERVICES LLC Service code 49 30 N LA SALLE ST · CHICAGO, IL 60602 Other Services | $3,299 |
Filed as: ASSOCIATED PENSION CONSULTING, INC. Service code 49 · EIN 65-0739643 401 BROADHOLLOW ROAD, SUITE 403 · MELVILLE, NY 11747 Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
3 contacts
8 filings · 2018 to 2025