Filings through .
3 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
2% 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.
$234K in admin expenses, $129 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
25 funds of $250K or more, counting each target-date vintage; shown as 20 lines, holding $156M of the plan's $160M. Recordkeeper: Transamerica (Aegon).
Target-date series: Vanguard Target Retirement, mutual fund, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 6 vintages | $37.9M | 24.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $26.6M | 17.0% |
| William Blair Large Cap Growth Fund Class I William Blair · Mutual fund | $16.5M | 10.6% |
| Columbia Dividend Income Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $13.3M | 8.5% |
| The Gabelli US Money Market N/R Manager not matched · Money market | $8.8M | 5.6% |
| Fidelity Intermediate Bond Fund Fidelity (FMR) · Mutual fund | $7.3M | 4.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $6.6M | 4.2% |
| Fidelity International Growth Fund Fidelity Advisor International Growth Fund: Class Z Fidelity (FMR) · Mutual fund | $6.1M | 3.9% |
| Vanguard Gnma Fund Admiral Shares Vanguard · Mutual fund | $5.2M | 3.3% |
| Janus Henderson Enterprise Collective Fund Class U Janus Henderson · Collective trust | $3.7M | 2.4% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 3 funds, likely replaced 6 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighVanguard 500 Index Fund Admiral Shares to Fidelity 500 Index Fund | $27.7M to $26.6M |
| AddedWilliam Blair Large Cap Growth Fund Class I | $16.5M |
| AddedFidelity Intermediate Bond Fund | $7.3M |
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.
10 more lines and 6 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 |
|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 Shareholder servicing fees; Direct pa... | $177,532 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 Consulting | $56,000 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 Securities brokerage commissions and ... | $0 |
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.
Filed December 4, 2001.
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.
2 contacts
11 filings · 2015 to 2025