Filings through .
3 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Few collective trusts
2% 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.
$76K in admin expenses, $424 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
22 funds of $250K or more, counting each target-date vintage; shown as 15 lines, holding $26.7M of the plan's $26.8M. Recordkeeper: Principal.
Target-date series: T. Rowe Price Retirement, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $9.5M | 35.6% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $3.6M | 13.4% |
| American Mutual Fund R6 Capital Group · Mutual fund | $2.7M | 10.0% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $2.1M | 7.7% |
| BNY Mellon Midcap Index Fund, Inc. BNY · Mutual fund Index | $1.6M | 6.1% |
| Vanguard Dividend Growth Fund Investor Shares Vanguard · Mutual fund | $1.4M | 5.3% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $1.4M | 5.2% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $1.2M | 4.6% |
| Lord Abbett Bond Debenture Fund INC Class R6 Lord Abbett · Mutual fund | $977K | 3.7% |
| ClearBridge International Growth Fund Franklin Templeton · Mutual fund | $557K | 2.1% |
| 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.
Added 1 fund, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedAmerican Balanced Fund Class R-6 | $1.2M |
| DroppedRegistered Capital Group/American AF Balanced R6 | $796K |
| DroppedEupac Fund Class R-6 | $573K |
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, not money moved.
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 2 by compensation.
| Provider | Compensation |
|---|---|
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 Advisory (Plan) | $83,818 |
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $67,804 |
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.
3 contacts
11 filings · 2015 to 2025