Filings through .
3 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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.
$25K in admin expenses, $175 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; 11 lines in all, holding $4.4M of the plan's $4.4M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Subtotal, brought forward Manager not matched · Other | $3.3M | 75.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $321K | 7.3% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund | $173K | 3.9% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $123K | 2.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund | $110K | 2.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $91K | 2.1% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund | $88K | 2.0% |
| Vanguard Lifest Mod Growth Vanguard · Mutual fund | $54K | 1.2% |
| Vanguard Developed Mkts Id ADM Vanguard · Mutual fund | $53K | 1.2% |
| Vanguard S/T Invest Grade Adm Vanguard · Mutual fund | $32K | 0.7% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
1 more fund in this lineup: name, manager, vehicle, dollars and share are on Pro.
1 more line in this lineup is 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 |
|---|---|
EISNERAMPER LLP3 years Filed as: EISNERAMPER, LLP Service code 10 · EIN 87-1363769 Accounting | $19,950 |
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 Securities Custodian | $11,621 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 Securities Custodian | $7,208 |
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
10 filings · 2016 to 2025