Filings through .
1 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.
$140K in admin expenses, $172 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds of $250K or more, counting each target-date vintage; shown as 12 lines, holding $114M of the plan's $115M. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, collective trust, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $50.3M | 44.0% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $16.8M | 14.7% |
| T. Rowe Price Blue Chip Growth Trust T. Rowe Price · Collective trust Recordkeeper's own fund | $15.0M | 13.1% |
| Trp Stable Value Fund - N T. Rowe Price · Stable value Stable valueRecordkeeper's own fund | $13.1M | 11.5% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund Recordkeeper's own fund | $5.0M | 4.4% |
| Metropolitan West Total Return Bond Plan TCW · Collective trust | $4.2M | 3.7% |
| Cost Boston Partners Large Cap Val Eq Fund - A Boston Partners · Collective trust | $3.6M | 3.2% |
| Transamerica Intl Equity R6 Fund Transamerica (Aegon) · Collective trust | $2.4M | 2.1% |
| Allspring Small Company Growth Fund Class R6 Allspring · Mutual fund | $2.2M | 1.9% |
| Victory Integrity Small Cap Val R6 Fund Victory Capital · Collective trust | $911K | 0.8% |
| 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 |
2 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedInvesco Global Fund Class R6 | $3.7M |
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.
2 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 3 by compensation.
| Provider | Compensation |
|---|---|
MERCER7 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 Consulting | $68,557 |
T ROWE PRICE RPS INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 Recordkeeping | $57,605 |
COHNREZNICK LLP4 years Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 Accounting | $12,600 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025