Filings through .
4 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Possible retail share class: $163K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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 5 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
4 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$209K in admin expenses.
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds hold $205K of the plan's $205K. Recordkeeper: Newport Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray Index Mod 2055 Fund CL R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $119K | 58.2% |
| Great Gray Index Mod 2035 Fund CL R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $34K | 16.8% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $20K | 9.7% |
| Franklin DynaTech GG Trust CIT Class R1 Franklin Templeton · Collective trust | $12K | 5.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $10K | 4.9% |
| Great Gray Index Mod 2045 Fund CL R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $10K | 4.6% |
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.
3 contacts
5 filings · 2021 to 2025