Filings through .
2 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.
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.
$48K in admin expenses, $192 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
18 funds of $250K or more; 32 lines in all, holding $20.9M of the plan's $20.9M. Recordkeeper: Ascensus.
Target-date series: American Funds Target Date, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $5.2M | 24.7% |
| JP Morgan Large Cap Growth Fund Li Fee N/R JPMorgan · Mutual fund | $3.6M | 17.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.4M | 11.3% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $2.2M | 10.6% |
| Guaranteed Interest Account Nationwide Financial Services, Fixed Select Option Nationwide · Insurance contract | $1.4M | 6.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 6.2% |
| Janus Henderson Triton Fund Class N Janus Henderson · Mutual fund | $1.2M | 5.7% |
| Galliard of Stable Value Fund C Allspring · Stable value Stable value | $1.0M | 4.9% |
| MFS Investment Management International Growth Fund MFS (Sun Life) · Mutual fund | $822K | 3.9% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $426K | 2.0% |
| 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 |
22 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVanguard Total World Stock Index Fund | $558K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
22 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 4 by compensation.
| Provider | Compensation |
|---|---|
LPL FINANCIAL6 years Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 95-2834236 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 Advisory (Plan) | $35,875 |
NATIONWIDE6 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 Contract Administrator | $22,145 |
Service code 26 · EIN 26-4311657 6504 BRIDGEPORT PARKWAY STE 450 · AUSTIN, TX 78730 Advisory (Participants) | $8,358 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 P O BOX 734602 · CHICAGO, IL 60673 Recordkeeping | $3,440 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025