Filings through .
2 of 18 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.)
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.
$92K in admin expenses, $694 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; 12 lines in all, holding $6.4M of the plan's $13.0M. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Transamerica Stable Value Focus Account General investment account Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $1.4M | 22.1% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $1.1M | 17.3% |
| JPMorgan Large Cap Value Fund JPMorgan · Mutual fund | $938K | 14.6% |
| Blackrock S&P 500 Index Fund BlackRock · Mutual fund Index | $687K | 10.7% |
| PIMCO StocksPLUS International Fund (Unhedged) PIMCO (Allianz) · Mutual fund | $627K | 9.8% |
| American Fds U.S. Government Capital Group · Mutual fund | $437K | 6.8% |
| DFA Inflation-Protected Securities Portfolio - Institutional Class Dimensional · Mutual fund | $432K | 6.7% |
| Rate American Funds New World Registered investme Capital Group · Mutual fund | $254K | 4.0% |
| Fidelity Stock Selector Small Cap Fund Fidelity (FMR) · Mutual fund | $207K | 3.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $157K | 2.5% |
| 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 |
2 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 3 funds, dropped 5 funds. Moved 1 fund from collective trust to mutual fund.
| Fund | Year-end value |
|---|---|
| DroppedVictory Core Plus Intermediate Bond Fund (Formerly Usaa Intermediate-Term Bond Fund) Victory Core Plus Intermediate Bond Fund Class R6 | $1.6M |
| Collective trust to mutual fundIshares S&P 500 Index FD CL K to Blackrock S&P 500 Index Fund | $804K to $687K |
| AddedPIMCO StocksPLUS International Fund (Unhedged) | $627K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
2 more lines and 6 more changes 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 3 by compensation.
| Provider | Compensation |
|---|---|
Service code 15 · EIN 13-3689044 230 W MONROE ST · CHICAGO, IL 60606 Recordkeeping | $51,683 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 51-0116113 388 GREENWICH STREET · NEW YORK, NY 10013 Insurance Broker | $27,629 |
TRINITY PENSION CONSULTANTS8 years Service code 15 · EIN 20-4548831 310 MONTROSE WEST AVE · COPLEY, OH 44321 Recordkeeping | $4,086 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
Filed June 1, 2001.
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.
5 contacts
11 filings · 2015 to 2025