Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $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. Free for 7 days, then $49 a month.
$5K in admin expenses, $38 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
5 funds of $250K or more; 15 lines in all, holding $14.3M of the plan's $14.3M. Recordkeeper: Vanguard.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Vanguard · Mutual fund Recordkeeper's own fund | $9.3M | 65.3% |
| Fidelity Fidelity (FMR) · Mutual fund | $2.4M | 16.8% |
| MetLife MetLife · Other | $1.5M | 10.7% |
| BlackRock BlackRock · Mutual fund | $303K | 2.1% |
| Manning & Napier Manager not matched · Other | $256K | 1.8% |
| Participant's Loan Account Manager not matched · Other | $120K | 0.8% |
| Pgim Prudential (PGIM) · Other | $89K | 0.6% |
| American Century American Century · Other | $51K | 0.4% |
| MFS MFS (Sun Life) · Mutual fund | $51K | 0.4% |
| Principal Principal · Mutual fund | $36K | 0.3% |
| 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 |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
5 more lines in this lineup are on Pro. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 Recordkeeping | $5,350 |
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.
Filed November 9, 2005.
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
3 contacts
11 filings · 2015 to 2025