Filings through .
1 of 17 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$59K in admin expenses, $443 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 23 lines in all, holding $16.4M of the plan's $17.1M. Recordkeeper: Capital Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray Trust Company GGT Capital Group 2035 TD Capital Group · Collective trust Recordkeeper's own fund | $3.0M | 18.4% |
| Fund CL R1 Great Gray Trust Company GGT Capital Group 2040 TD Capital Group · Collective trust Recordkeeper's own fund | $2.5M | 15.3% |
| Fund CL R1 Great Gray Trust Company GGT Capital Group 2045 TD Capital Group · Collective trust Recordkeeper's own fund | $2.4M | 14.6% |
| Fund CL R1 Great Gray Trust Company GGT Capital Group 2030 TD Capital Group · Collective trust Recordkeeper's own fund | $1.9M | 11.7% |
| Fund CL R1 Great Gray Trust Company GGT Capital Group 2055 TD Capital Group · Collective trust Recordkeeper's own fund | $1.9M | 11.5% |
| Fund CL R1 Great Gray Trust Company GGT Capital Group 2050 TD Capital Group · Collective trust Recordkeeper's own fund | $1.7M | 10.4% |
| Fund CL R1 Great Gray Trust Company GGT Capital Group 2025 TD Capital Group · Collective trust Recordkeeper's own fund | $1.1M | 6.7% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund | $271K | 1.7% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $239K | 1.5% |
| Fund CL R1 Great Gray Trust Company GGT Capital Group 2010 TD Capital Group · Collective trust Recordkeeper's own fund | $228K | 1.4% |
| 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 |
13 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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. They do not show money moved.
13 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 4 by compensation.
| Provider | Compensation |
|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 SERVICES · IRVINE, CA 92618 Recordkeeping Fees | $13,348 |
METRO BENEFITS, INC.9 years Service code 13 THE EXECUTIVE BLDG. · PITTSBURGH, PA 15237 Contract Administrator | $10,739 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 Advisory (Plan) | $9,196 |
JV MANUFACTURING CO., INC.8 years Service code 99 1603 BURTNER ROAD · NARONA HEIGHTS, PA 15065 Other Fees | $0 |
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.
4 contacts
11 filings · 2015 to 2025