Filings through .
3 of 19 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Possible retail share class: $10K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$21K in admin expenses, $113 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
1 fund of $250K or more; 64 lines in all, holding $2.0M of the plan's $4.0M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity VIP Contrafund Portfolio Fidelity (FMR) · Separate account | $267K | 13.6% |
| Voya Solution Income Portfolio Voya · Separate account | $156K | 7.9% |
| Fidelity VIP Growth Portfolio Fund Fidelity (FMR) · Separate account | $151K | 7.7% |
| Growth Fund OF America Capital Group · Separate account | $139K | 7.1% |
| Voya Solution 2060 Portfolio Voya · Separate account | $102K | 5.2% |
| Fidelity VIP Equity-Income Portfolio Fidelity (FMR) · Separate account | $101K | 5.1% |
| Voya Russell Large Cap Growth Index Portfolio Voya · Separate account Index | $81K | 4.1% |
| Washington Mutual Investors Fund Capital Group · Separate account | $68K | 3.5% |
| Voya Government Money Market Fund Voya · Money market | $58K | 2.9% |
| Voya Solution 2045 Portfolio Voya · Separate account | $54K | 2.8% |
| 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 |
54 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
54 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.
This plan did not file a Schedule C with its most recent Form 5500, so no paid service providers are listed.
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025