Filings through .
2 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
$18K in admin expenses, $84 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
2 funds of $250K or more; 23 lines in all, holding $4.6M of the plan's $4.6M. Recordkeeper: Nationwide.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mutual Manager not matched · Mutual fund | $3.8M | 82.8% |
| Guaranteed Interest Option Equitable · Insurance contract | $608K | 13.3% |
| Nationwide Nationwide · Insurance contract Recordkeeper's own fund | $142K | 3.1% |
| Multimanager Technology Manager not matched · Mutual fund | $6K | 0.1% |
| EQ/Large Cap Growth Index Portfolio Manager not matched · Mutual fund Index | $5K | 0.1% |
| EQ/Quality Bond Plus Portfolio Manager not matched · Mutual fund | $5K | 0.1% |
| EQ/Int Core Managed Vol Manager not matched · Mutual fund | $5K | <0.1% |
| EQ/Glb Eqty Managed Vol Manager not matched · Mutual fund | $3K | <0.1% |
| EQ/Intermediate Government Bond Portfolio Manager not matched · Mutual fund | $2K | <0.1% |
| EQ/Capital Group Research Portfolio Capital Group · Mutual fund | $2K | <0.1% |
| 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 |
13 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
13 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 4 by compensation.
| Provider | Compensation |
|---|---|
Filed as: MILESTONE CONSULTANTS, INC. Service code 27 · EIN 47-2374702 PO BOX 312 · WHITNEY POINT, NY 13862 Advisory (Plan) | $13,485 |
NATIONWIDE5 years Service code 37 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 Loan Processing | $10,379 |
Filed as: RIMKUS, MARCIANO & ASSOCIATES INC Service code 37 · EIN 22-2725182 3136 WINTON RD S · ROCHESTER, NY 14623-2928 Loan Processing | $1,700 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 Directed Trustee | $161 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025