Filings through .
2 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.
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.
$105K in admin expenses, $345 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more; 45 lines in all, holding $34.3M of the plan's $34.3M. Recordkeeper: Lincoln Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| YourPath American Funds 2035 Moderate Mutual Fund Capital Group · Mutual fund | $7.2M | 21.0% |
| YourPath American Funds 2040 Moderate Mutual Fund Capital Group · Mutual fund | $6.5M | 19.1% |
| Yourpath American Funds 2045 Moderate Capital Group · Mutual fund | $3.5M | 10.1% |
| Yourpath American Funds 2030 Moderate Capital Group · Mutual fund | $2.6M | 7.6% |
| Yourpath American Funds 2050 Moderate Capital Group · Mutual fund | $2.0M | 5.8% |
| Yourpath American Funds 2025 Moderate Capital Group · Mutual fund | $1.9M | 5.5% |
| Yourpath American Funds 2055 Moderate Capital Group · Mutual fund | $1.9M | 5.4% |
| YourPath American Funds 2065 Moderate Mutual Fund Capital Group · Mutual fund | $1.1M | 3.3% |
| Yourpath American Funds 2060 Moderate Capital Group · Mutual fund | $986K | 2.9% |
| YourPath American Funds 2015 Moderate Mutual Fund Capital Group · Mutual fund | $879K | 2.6% |
| 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 |
35 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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.
35 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 2 by compensation.
| Provider | Compensation |
|---|---|
LINCOLN RETIREMENT SERVICES7 years Service code 13 · EIN 35-0472300 PO BOX 2212 · FORT WAYNE, IN 46081 Contract Administrator | $102,032 |
PA RETIREMENT SOLUTIONS, INC.11+ years Service code 15 · EIN 27-2487837 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 Recordkeeping | $2,800 |
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.
3 contacts
11 filings · 2015 to 2025