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.
$235K in admin expenses, $96 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 17 lines, holding $117M of the plan's $120M. Recordkeeper: Transamerica (Aegon).
Target-date series: T. Rowe Price Retirement, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $60.5M | 51.9% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $7.4M | 6.4% |
| Alger Capital Appreciation Z Manager not matched · Other | $7.1M | 6.1% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $5.7M | 4.9% |
| Transamerica Guaranteed Inv Option Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $5.1M | 4.3% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.3M | 3.7% |
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund | $4.3M | 3.7% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.2M | 3.6% |
| Fidelity Inflation-Protected Bond Index Fund Fidelity (FMR) · Mutual fund Index | $3.6M | 3.1% |
| Invesco Small CAP Value Fund Class Y Invesco · Mutual fund | $3.0M | 2.6% |
| 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
7 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 2 by compensation.
| Provider | Compensation |
|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 Finders' fees / placement fees; Share... | $234,588 |
NATIONAL FINANCIAL SERVICES10+ 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 November 7, 2023 (most recent of 2 filings on file).
Total covered: 37 employees
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the top hat administrator are on Pro.
10 filings · 2016 to 2025