Filings through .
2 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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 9 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
8 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$610 in admin expenses, $2 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 14 lines in all, holding $16.3M of the plan's $16.5M. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 85% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $13.9M | 85.2% |
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $985K | 6.0% |
| Vanguard Information Technology Index Fund Vanguard · Mutual fund IndexRecordkeeper's own fund | $536K | 3.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $235K | 1.4% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $201K | 1.2% |
| Hartford Core Equity Fund Hartford Funds · Mutual fund | $167K | 1.0% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $93K | 0.6% |
| Principal SmallCap Fund Principal · Mutual fund | $70K | 0.4% |
| Vanguard Real Estate Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $58K | 0.4% |
| MFS Institutional lntl Equity Instl Fund MFS (Sun Life) · Mutual fund | $27K | 0.2% |
| 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 |
4 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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.
4 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 |
|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 Recordkeeping | $2,645 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 50 · EIN 82-3719843 Direct Payment | $2,250 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
4 contacts
Phone and email for the actuary are on Pro.
9 filings · 2017 to 2025