Filings through .
1 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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, $112 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
16 funds of $250K or more; 23 lines in all, holding $16.2M of the plan's $16.5M. Recordkeeper: not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $9.3M | 57.5% |
| par, or maturity value value Great Gray Collective I Manager not matched · Collective trust | $1.2M | 7.4% |
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund Index | $1.2M | 7.3% |
| Eaton Vance Income Fund of Boston Morgan Stanley · Mutual fund | $633K | 3.9% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $614K | 3.8% |
| JPMorgan U.S. Equity Fund JPMorgan · Mutual fund | $603K | 3.7% |
| Voya Retirement Insurance and Annuity Company Insurance company general account: Voya Fixed Account Voya · Insurance contract | $465K | 2.9% |
| American Balanced Fund Capital Group · Mutual fund | $321K | 2.0% |
| Fidelity International Growth Fund Fidelity (FMR) · Mutual fund | $313K | 1.9% |
| American Perspective Growth Capital Group · Mutual fund | $261K | 1.6% |
| 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 |
13 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedGreat Gray Collective Investment Trusts Large Cap Growth Fund III | $1.2M |
| Addedpar, or maturity value value Great Gray Collective I | $1.2M |
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 2 by compensation.
| Provider | Compensation |
|---|---|
BOYER & RITTER LLC3 years Filed as: BOYER & RITTER, LLC Service code 10 · EIN 23-1311005 211 HOUSE AVENUE · CAMP HILL, PA 17011 Accounting | $14,500 |
ASSUREDPARTNERS CAPITAL INC2 years Filed as: ASSURED PARTNERS CAPITAL, INC. Service code 49 · EIN 45-2712335 2090 LINGLESTOWN RD · HARRISBURG, PA 17110 Other Services | $6,822 |
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
11 filings · 2015 to 2025