Filings through .
1 of 17 flags tripped on the 2025 filing.
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
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.
$38K in admin expenses, $139 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
29 funds of $250K or more; 36 lines in all, holding $68.9M of the plan's $71.6M. Recordkeeper: Bank of America (Merrill).
Target-date series: Vanguard Target Retirement, mutual fund, 9% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Growth Fund R6 Capital Group · Mutual fund | $8.2M | 12.0% |
| Ishares S&P 500 Index FD CL K BlackRock · Collective trust Index | $8.0M | 11.6% |
| American Washington Capital Group · Mutual fund | $6.4M | 9.2% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $6.2M | 9.0% |
| MetLife Stable Value Fund MetLife · Insurance contract | $5.3M | 7.7% |
| Janus Henderson Gbl Tech Cl N Janus Henderson · Mutual fund | $4.8M | 7.0% |
| American Balanced Fund R6 Capital Group · Mutual fund | $4.6M | 6.7% |
| Blackrock Health Science Opps BlackRock · Mutual fund | $3.8M | 5.5% |
| Baird Core Plus Bond Fund Baird · Mutual fund | $3.4M | 4.9% |
| Invesco Discovery Fund Class R6 Invesco · Mutual fund | $2.1M | 3.1% |
| 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 |
26 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 14 funds, dropped 10 funds, likely replaced 3 funds. Moved to another target-date series. Changed share class on 3 funds.
| Fund | Year-end value |
|---|---|
| Share class changeAmerican Funds Growth Fnd R4 to American Growth Fund R6 | $7.4M to $8.2M |
| ReplacedHighFranklin S&P 500 Index Fund Class D to Ishares S&P 500 Index FD CL K | $6.6M to $8.0M |
| Target-date switchT. Rowe Price Retirement 2035 Fund to Vanguard Target Retirement 2040 Fund | $7.1M to $6.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
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.
26 more lines and 28 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 1 by compensation.
| Provider | Compensation |
|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 Recordkeeping | $37,850 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025