Filings through .
3 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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.
$42K in admin expenses, $110 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
23 funds of $250K or more; 26 lines in all, holding $85.0M of the plan's $86.5M. Recordkeeper: Global Retirement Partners.
Target-date series: T. Rowe Price Retirement, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price T. Rowe Price · Mutual fund | $15.9M | 18.7% |
| Stable Value Fund - Metlife GAC Serie MetLife · Stable value Stable value | $12.0M | 14.1% |
| Vanguard Balanced Index Fund Vanguard · Mutual fund Index | $11.9M | 14.0% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $9.2M | 10.8% |
| Allspring Growth Fund Allspring · Mutual fund | $4.5M | 5.3% |
| Victory Sycamore Capital Growth Fund Victory Capital · Mutual fund | $3.7M | 4.4% |
| Neuberger Genesis Fund Neuberger Berman · Mutual fund | $3.0M | 3.6% |
| New Perspective Fund Capital Group · Mutual fund | $3.0M | 3.5% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $2.4M | 2.8% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $2.2M | 2.6% |
| 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 |
16 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 4 funds.
| Fund | Year-end value |
|---|---|
| DroppedMFS Moderate Allocation Fund | $4.9M |
| AddedDodge & Cox Income Fund | $2.0M |
| DroppedLoomis Sayles Core Plus Bond Fund | $1.8M |
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.
16 more lines and 3 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: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 Recordkeeping | $32,068 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $9,781 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 Shareholder Servicing | $0 |
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.
Filed September 16, 2022.
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
4 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025