Filings through .
4 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).
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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 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.
$6K in admin expenses, $9 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
22 funds of $250K or more; 29 lines in all, holding $40.4M of the plan's $42.4M. Recordkeeper: Vanguard.
Target-date series: Putnam Retirement Advantage, mutual fund, 11% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Value Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $8.5M | 21.0% |
| Victory Nasdaq-100 Index Fund (Formerly Usaa Nasdaq-100 Index Fund) Victory Capital · Mutual fund Index | $6.7M | 16.5% |
| Putnam Retirement Advantage Franklin Templeton · Mutual fund Target-date, 6 vintages | $4.3M | 10.8% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $3.7M | 9.1% |
| Vanguard Cash Reserves Federal Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund | $2.8M | 6.9% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $2.1M | 5.2% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 4 vintages | $2.1M | 5.1% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.7M | 4.3% |
| RBC Smid Cap Growth Fund Class R6 RBC Global Asset Management · Mutual fund | $1.5M | 3.8% |
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.4M | 3.5% |
| 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 |
19 more funds 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.
19 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 1 by compensation.
| Provider | Compensation |
|---|---|
THE VANGUARD GROUP, INC.9 years Filed as: THE VANGUARD GROUP,INC. Service code 15 · EIN 23-1945930 Recordkeeping | $0 |
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.
Filed July 6, 2016.
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025