Filings through .
4 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low employer contribution
Employer contribution per participant 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.
$47K in admin expenses, $174 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; 9 lines in all, holding $6.5M of the plan's $6.6M. Recordkeeper: Ascensus.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 25.0% |
| Fidelity U.S. Bond Index Fund Registered investment company Fidelity (FMR) · Mutual fund Index | $1.1M | 17.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 16.7% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $843K | 13.0% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $758K | 11.7% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $428K | 6.6% |
| Interest Bearing Cash and Money Market Accounts Vanguard Vanguard · Money market | $261K | 4.0% |
| Fidelity Inflation-Protected Bond Index Fund Fidelity (FMR) · Mutual fund Index | $254K | 3.9% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $140K | 2.2% |
Added 7 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedFidelity | $4.7M |
| AddedFidelity Total International Index Fund | $1.6M |
| AddedFidelity U.S. Bond Index Fund Registered investment company | $1.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
5 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 2 by compensation.
| Provider | Compensation |
|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 Advisory (Plan) | $26,250 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 Recordkeeping | $20,356 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025