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 8 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
7 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$20K in admin expenses, $83 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds of $250K or more; 17 lines in all, holding $11.1M of the plan's $11.6M. Recordkeeper: Newport Group.
Target-date series: Vanguard Target Retirement, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $7.8M | 70.1% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $808K | 7.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $495K | 4.5% |
| DFA US Large Company Portfolio Instl 0 Dimensional · Mutual fund | $405K | 3.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $396K | 3.6% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $321K | 2.9% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $314K | 2.8% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $169K | 1.5% |
| Vanguard LifeStrategy Growth Inv 0 Vanguard · Mutual fund | $153K | 1.4% |
| DFA Real Estate Securities Portfolio I 0 Dimensional · Mutual fund | $111K | 1.0% |
| 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard Small-Cap Index Fund Investor Shares to Vanguard Small-Cap Index Fund Admiral Shares | $421K to $495K |
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.
7 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 2 by compensation.
| Provider | Compensation |
|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 Recordkeeping | $10,000 |
NYHART1 year Filed as: NYHART CONSULTING LLC Service code 27 5750 CASTLE CREEK PKWY · INDIANAPOLIS, IN 46250 Advisory (Plan) | $9,880 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
2 contacts
8 filings · 2018 to 2025