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.
$19K in admin expenses, $140 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
2 funds of $250K or more; 6 lines in all, holding $1.5M of the plan's $1.8M. Recordkeeper: not identified.
Target-date series: American Funds Target Date, mutual fund, 88% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $1.3M | 87.6% |
| Growth Fund OF America Capital Group · Mutual fund | $48K | 3.1% |
| Mutual Funds and Money Market Mutual Fund American Funds Capital Group · Money market | $48K | 3.1% |
| New World Fund Manager not matched · Mutual fund | $47K | 3.1% |
| Eupac Fund Capital Group · Mutual fund | $35K | 2.3% |
| Capital World Bond Fund Capital Group · Mutual fund | $12K | 0.8% |
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.
This plan did not file a Schedule C with its most recent Form 5500, so no paid service providers are listed.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025