Filings through .
3 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.
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.
$181K in admin expenses, $301 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
22 funds of $250K or more, counting each target-date vintage; shown as 17 lines, holding $189M of the plan's $205M. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 26% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 7 vintagesRecordkeeper's own fund | $49.0M | 25.9% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $38.4M | 20.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $31.0M | 16.4% |
| MassMutual Diversified Sagic II MassMutual · Separate account | $13.3M | 7.1% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $11.3M | 6.0% |
| Vanguard Mid-Cap Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $8.3M | 4.4% |
| Vanguard Developed Markets Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $7.2M | 3.8% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $6.8M | 3.6% |
| Vanguard International Core Stock Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $5.5M | 2.9% |
| Fidelity Total Bond K6 Fund Fidelity (FMR) · Mutual fund | $5.4M | 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 2 funds, likely replaced 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard Total Bond Market Index Fund Institutional Shares to Vanguard Total Bond Market Index Fund Investor Shares | $8.6M to $11.3M |
| AddedVanguard International Core Stock Fund Admiral Shares | $5.5M |
| DroppedEupac Fund Class R-6 | $4.3M |
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.
7 more lines and 3 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 4 by compensation.
| Provider | Compensation |
|---|---|
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 Recordkeeping | $77,877 |
MARSH & MCLENNAN AGENCY LLC6 years Filed as: MMA SECURITIES LLC Service code 16 · EIN 22-3570392 Consulting | $62,250 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 Advisory (Participants) | $41,113 |
CHARLES SCHWAB & CO., INC.2 years Service code 99 Other Fees | $0 |
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.
Filed October 15, 2007 (most recent of 2 filings on file).
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
11 filings · 2015 to 2025