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, $136 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 16 lines in all, holding $8.6M of the plan's $8.6M. Recordkeeper: not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $2.2M | 24.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 19.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.2M | 14.1% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $1.0M | 11.8% |
| Voya Life Insurance & Annuity Co. Voya Fixed Account Voya · Insurance contract | $822K | 9.5% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $728K | 8.4% |
| Janus Henderson Enterprise Fund Class N Janus Henderson · Mutual fund | $360K | 4.2% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $213K | 2.5% |
| Voya Intermediate Bond Fund Class R6 Voya · Insurance contract | $148K | 1.7% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $105K | 1.2% |
| 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 | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
6 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 |
|---|---|
Filed as: SMITH ELLIOTT KEARNS & CO., LLC Service code 99 · EIN 52-0783935 Other Fees | $18,496 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 04-3046611 Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
3 contacts
10 filings · 2016 to 2025