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.
$159K in admin expenses, $84 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
27 funds of $250K or more, counting each target-date vintage; shown as 18 lines, holding $172M of the plan's $174M. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, mutual fund, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $109M | 63.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $15.2M | 8.9% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $7.9M | 4.6% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $7.5M | 4.4% |
| T. Rowe Price Capital Appreciation Fund T. Rowe Price · Mutual fund Recordkeeper's own fund | $4.6M | 2.7% |
| Putnam Global Technology Fund Franklin Templeton · Mutual fund | $4.4M | 2.5% |
| Federated Hermes MDT Mid Cap Growth Fund Federated Hermes · Mutual fund | $4.1M | 2.4% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $3.6M | 2.1% |
| Fidelity Growth Strategies Fund Fidelity (FMR) · Mutual fund | $3.2M | 1.9% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 1.4% |
| 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 |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 4 funds, dropped 3 funds, likely replaced 7 funds.
| Fund | Year-end value |
|---|---|
| AddedVanguard Treasury Money Market Fund Investor Shares | $7.9M |
| ReplacedHighT. Rowe Price Blue Chip Growth Fund, Inc. to JPMorgan Large Cap Growth Fund | $5.7M to $7.5M |
| DroppedT. Rowe Price Science & Technology Fund, Inc. | $4.6M |
Stable value and insurance contract lines, renames and class changes are not counted.
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.
8 more lines and 11 more changes 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 |
|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 Recordkeeping | $110,605 |
OSAIC WEALTH INC2 years Service code 16 20 EAST THOMAS ROAD · PHOENIX, AZ 85012 Consulting | $24,750 |
WEAVER AND TIDWELL, LLP7 years Service code 10 2821 WEST 7TH STREET · FORT WORTH, TX 76107 Accounting | $15,330 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025