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: $920K
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.
$2K in admin expenses, $4 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
24 funds of $250K or more; 30 lines in all, holding $31.8M of the plan's $31.8M. Recordkeeper: not identified.
Target-date series: American Funds Target Date, other, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Separate account Target-date, 12 vintages | $9.2M | 28.9% |
| June 30, 2025 Ameritas Guaranteed Investment Account Ameritas · Insurance contract | $6.1M | 19.3% |
| Pooled Separate Accounts issued By Ameritas American Century Growth Investor Class American Century · Separate account | $2.9M | 9.1% |
| Fidelity VIP Index 500, Initial Class account Fidelity (FMR) · Separate account Index | $2.7M | 8.6% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Separate account | $2.1M | 6.5% |
| T. Rowe Price Value Fund, Inc. T. Rowe Price Value Fund-Advisor Class T. Rowe Price · Separate account | $1.7M | 5.5% |
| Calvert VP EAFE International Index Morgan Stanley · Separate account Index | $900K | 2.8% |
| Alger Capital Appreciation, Class 1-2 Manager not matched · Separate account | $832K | 2.6% |
| Vanguard Strategic Equity Fund Investor Shares Vanguard · Separate account | $800K | 2.5% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Separate account Index | $546K | 1.7% |
| 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 |
20 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
20 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 1 by compensation.
| Provider | Compensation |
|---|---|
AMERITAS LIFE INSURANCE CORP10+ years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 Recordkeeping | $1,975 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
Filed March 30, 2007.
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
10 filings · 2016 to 2025