Filings through .
2 of 17 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$425K in admin expenses, $2781 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
4 funds of $250K or more; 12 lines in all, holding $2.9M of the plan's $3.0M. Recordkeeper: not identified.
Target-date series: American Funds Target Date, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 8 vintages | $2.2M | 74.2% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $191K | 6.5% |
| Blackrock Equity Index Fund R BlackRock · Collective trust Index | $148K | 5.1% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $140K | 4.8% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund | $90K | 3.1% |
| MetLife GAC Series 25554 F0 MetLife · Collective trust | $78K | 2.7% |
| BlackRock EAFE Equity Index Fund CL R BlackRock · Collective trust Index | $37K | 1.3% |
| Blackrock Mid Cap Equity Index Fund R BlackRock · Collective trust Index | $24K | 0.8% |
| Blackrock Russell 2000 Index Fund R BlackRock · Collective trust Index | $20K | 0.7% |
| Blackrock U.S. Debt Index Fund R BlackRock · Collective trust Index | $15K | 0.5% |
| 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 |
2 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
2 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.
This plan did not file a Schedule C with its most recent Form 5500, so no paid service providers are listed.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
1 contact
8 filings · 2018 to 2025