Filings through .
3 of 19 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Possible retail share class: $2.2M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$112K in admin expenses, $219 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
12 funds hold $24.0M of the plan's $26.8M. Recordkeeper: Ascensus.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Large-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.9M | 16.2% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $3.0M | 12.4% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $2.3M | 9.5% |
| MFS Value Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $2.2M | 9.3% |
| Eupac Fund Class R-4 Capital Group · Mutual fund | $1.9M | 8.1% |
| Transamerica International Equity I Transamerica (Aegon) · Other | $1.9M | 8.0% |
| Harbor Funds Harbor Capital · Mutual fund | $1.9M | 7.7% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $1.5M | 6.3% |
| Guggenheim Total Return Bond Fund Guggenheim · Mutual fund | $1.5M | 6.2% |
| Vanguard Short-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 6.2% |
| 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 |
2 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
2 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 5 by compensation.
| Provider | Compensation |
|---|---|
ASCENSUS LLC9 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 Recordkeeping | $0 |
ASPIRE FINANCIAL SERVICES10+ years Filed as: ASPIRE FINANCIAL Service code 12 · EIN 27-1033755 Recordkeeping and information managem... | $0 |
CAPFINANCIAL PARTNERS LLC9 years Filed as: CAPTRUST ADVISORS, LLC Service code 27 · EIN 45-0479693 Advisory (Plan) | $0 |
CARR, RIGGS & INGRAM, LLC10+ years Filed as: CARR, RIGGS, INGRAM, LLC Service code 10 · EIN 72-1396621 Accounting | $0 |
HILL WARD HENDERSON10+ years Filed as: HILL, WARD & HENDERSON, P.A. Service code 29 · EIN 59-2678550 Legal | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
Filed December 1, 1992.
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.
3 contacts
10 filings · 2016 to 2025