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.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$28K in admin expenses, $203 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
4 funds of $250K or more; 10 lines in all, holding $6.2M of the plan's $6.4M. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, mutual fund, 96% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $6.0M | 95.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $123K | 2.0% |
| Fidelity Advisor Equity Growth Fund Class Z Fidelity (FMR) · Mutual fund | $66K | 1.1% |
| T. Rowe Price Stable Value Common Trust Fund T. Rowe Price · Stable value Stable valueRecordkeeper's own fund | $38K | 0.6% |
| Nuveen International Equity Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $34K | 0.5% |
| American Funds Washington Mutual Inv R6 Capital Group · Mutual fund | $5K | <0.1% |
| Global Fund Class I First Eagle · Mutual fund | $5K | <0.1% |
| U.S. Government Securities Fund Class R-6 Capital Group · Mutual fund | $4K | <0.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $4K | <0.1% |
| Fund Class R-6 DFA U.S. Targeted Value Portfolio Mutual Fund Dimensional · Mutual fund | $3K | <0.1% |
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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE Service code 15 · EIN 52-1309931 Recordkeeping | $28,023 |
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