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.
$96K in admin expenses, $186 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
23 funds of $250K or more, counting each target-date vintage; shown as 22 lines, holding $26.1M of the plan's $26.6M. Recordkeeper: Paychex.
Target-date series: Vanguard Target Retirement, mutual fund, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $8.2M | 31.2% |
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund Index | $2.7M | 10.3% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $2.4M | 9.3% |
| Metlife GAC Series 25053 Class EQ MetLife · Collective trust | $2.3M | 8.9% |
| Vanguard LifeStrategy 20/80 Fund Investor Shares Vanguard · Mutual fund | $1.9M | 7.1% |
| Vanguard LifeStrategy 40/60 Fund Investor Shares Vanguard · Mutual fund | $1.5M | 5.7% |
| Washington Mutual Investors Fund Capital Group · Mutual fund | $1.3M | 5.1% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $1.2M | 4.7% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund Index | $1.2M | 4.6% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $902K | 3.5% |
| 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 |
12 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 3 funds, dropped 6 funds, likely replaced 2 funds. Changed share class on 4 funds. Changed vehicle on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard Total Stock Market Index Fund Admiral Shares to Vanguard Total Stock Market Index Fund Investor Shares | $11K to $2.7M |
| DroppedJPMorgan LgCp Grw Fnd R6 | $2.5M |
| DroppedVanguard Totl Stck Mkt Index Fd Adm | $2.4M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 2 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.
12 more lines and 13 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 3 by compensation.
| Provider | Compensation |
|---|---|
VALLEY FORGE INVESTMENT CONSULTANTS10+ years Service code 26 · EIN 23-2748550 2500 MONROE BLVD · AUDUBON, PA 19403 Advisory (Participants) | $56,464 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 Recordkeeping | $42,558 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 Contract Administrator | $5,470 |
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.
4 contacts
11 filings · 2015 to 2025