Filings through .
3 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Recently cancelled plan
Plan reported a final filing / termination within the last year.
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 7 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
6 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$19K in admin expenses.
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
1 fund of $250K or more; 19 lines in all, holding $1.8M of the plan's $1.8M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Dodge & Cox Balanced Fund Class I Dodge & Cox · Mutual fund | $1.0M | 56.5% |
| SPDR S&P 500 EFT Trust State Street (SSgA) · Collective trust Index | $151K | 8.3% |
| First Trust Global Tactical Commodity Strategy Manager not matched · Collective trust | $111K | 6.1% |
| Invesco QQQ Trust, Series I Invesco · Collective trust | $107K | 5.9% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund | $90K | 4.9% |
| SPDR Dow Jones Industrial Average EFT Trust State Street (SSgA) · Collective trust | $73K | 4.0% |
| Vanguard Windsor Fund Admiral Shares Vanguard · Mutual fund | $63K | 3.4% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $44K | 2.4% |
| Neuberger Genesis Fund Investor Class Neuberger Berman · Mutual fund | $31K | 1.7% |
| Harbor Capital Appreciation Fund Investor Class Harbor Capital · Mutual fund | $28K | 1.5% |
| 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 | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
9 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 1 by compensation.
| Provider | Compensation |
|---|---|
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE FIDUCIARY Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 Recordkeeping | $18,559 |
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.
2 contacts
7 filings · 2019 to 2025