Filings through .
4 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Possible retail share class: $321K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$31K in admin expenses, $49 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; 18 lines in all, holding $12.0M of the plan's $12.0M. Recordkeeper: Transamerica (Aegon).
Target-date series: Vanguard Target Retirement, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $6.7M | 55.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 16.0% |
| Harbor Capital Appreciation CIT R Harbor Capital · Collective trust | $842K | 7.0% |
| Galliard Stable Return E Allspring · Other | $449K | 3.7% |
| Fiam Core Plus Commingled Pool Class I Fidelity (FMR) · Collective trust | $227K | 1.9% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $222K | 1.8% |
| Great Gray Trust Eupac Class CT Great Gray · Other | $218K | 1.8% |
| MFS Mid Cap Value Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $200K | 1.7% |
| T. Rowe Price Institutional Mid-Cap Equity Growth Fund T. Rowe Price · Mutual fund | $197K | 1.6% |
| Blackrock Equity Dividend Fund Institutional BlackRock · Mutual fund | $192K | 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 |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedHarbor Capital Appreciation CIT R | $842K |
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.
8 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 3 by compensation.
| Provider | Compensation |
|---|---|
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 10 · EIN 26-0058143 Accounting | $19,768 |
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 Investment management; Float revenue;... | $10,913 |
NATIONAL FINANCIAL SERVICES11+ 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.
5 feature codes on the 2025 filing.
Filed March 11, 2010.
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.
2 contacts
11 filings · 2015 to 2025