Filings through .
1 of 18 flags tripped on the 2025 filing.
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.
$48K in admin expenses, $92 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
18 funds of $250K or more; 21 lines in all, holding $22.3M of the plan's $22.5M. Recordkeeper: not identified.
Target-date series: T. Rowe Price Retirement, other, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Separate account Target-date, 12 vintages | $9.3M | 41.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $4.0M | 17.9% |
| Pioneer Fundamental Growth F K Victory Capital · Separate account | $2.8M | 12.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Separate account Index | $1.9M | 8.3% |
| Vangrd Small-Cap Index Fnd Adm Vanguard · Separate account Index | $1.2M | 5.3% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Separate account | $662K | 3.0% |
| American Funds Am Balanced R6 Capital Group · Separate account | $626K | 2.8% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Separate account | $340K | 1.5% |
| NEW World Fund INC Class R-6 Capital Group · Separate account | $295K | 1.3% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Separate account | $290K | 1.3% |
| 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 |
11 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 3 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighVanguard 500 Index Fund Admiral Shares to Fidelity 500 Index Fund | $3.6M to $4.0M |
| AddedPioneer Fundamental Growth F K | $2.8M |
| AddedVangrd Small-Cap Index Fnd Adm | $1.2M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 stable value or insurance lines.
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.
11 more lines and 1 more change 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: PENSIONMARK FIN GROUP LLC Service code 26 · EIN 61-1758632 Advisory (Participants) | $0 |
THE ALLOCATION COMPANY4 years Filed as: THE ALLOCATION COMPANY, INC. Service code 49 · EIN 76-0354750 800 TOWN AND COUNTRY BLVD 5TH FLOOR · HOUSTON, TX 77024 Other Services | $0 |
VOYA FINANCIAL ADVISORS INC11+ years Filed as: VOYA FINANCIAL SERVICES Service code 27 · EIN 95-4516049 Advisory (Plan) | $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.
2 contacts
11 filings · 2015 to 2025