Filings through .
2 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$85K in admin expenses, $288 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
31 funds of $250K or more, counting each target-date vintage; shown as 26 lines, holding $42.6M of the plan's $42.9M. Recordkeeper: not identified.
Target-date series: American Funds Target Date, mutual fund, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $9.4M | 22.1% |
| Putnam Dynamic Asset Allocation Growth Fund Class R6 Franklin Templeton · Mutual fund | $4.6M | 10.8% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $4.2M | 9.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $4.1M | 9.7% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $2.8M | 6.6% |
| Columbia Balanced Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $2.8M | 6.5% |
| Insurance Company General Account Voya · Insurance contract | $2.5M | 5.9% |
| Dodge & Cox Dodge & Cox · Mutual fund | $2.2M | 5.1% |
| Hartford Schroders International Stock Fund Hartford Funds · Mutual fund | $1.4M | 3.2% |
| Vanguard Short-Term Investment-Grade Fund Vanguard · Mutual fund | $1.2M | 2.9% |
| 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.
Likely replaced 1 fund. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchVanguard Target Retirement 2030 Fund Investor Shares to American Funds Target Date Income Fund | $7.5M to $9.4M |
| ReplacedHighVanguard Mid-Cap Growth Index Fund Investor Shares to Fidelity Mid Cap Growth Index Fund | $282K to $316K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 4 renames.
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 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 2 by compensation.
| Provider | Compensation |
|---|---|
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 Other Fees | $30,000 |
Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 Other Services | $20,109 |
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.
4 contacts
11 filings · 2015 to 2025