Filings through .
No flags tripped on the 2025 filing.
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.
$40K in admin expenses, $88 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
16 funds of $250K or more; 19 lines in all, holding $30.0M of the plan's $30.2M. Recordkeeper: not identified.
Target-date series: American Funds Target Date, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $20.8M | 69.3% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $3.7M | 12.4% |
| Company Great Gray Trust Company, Large Cap Growth Fund III Manager not matched · Collective trust | $1.8M | 6.0% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $784K | 2.6% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $604K | 2.0% |
| Voya Fixed Account Voya · Insurance contract | $403K | 1.3% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $398K | 1.3% |
| American Mutual Fund Capital Group · Mutual fund | $319K | 1.1% |
| New World Fund Inc Capital Group · Mutual fund | $297K | 1.0% |
| ClearBridge International Growth Fund Franklin Templeton · Mutual fund | $168K | 0.6% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedAmerican Mutual Fund | $319K |
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.
9 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 5 by compensation.
| Provider | Compensation |
|---|---|
Filed as: MML INVESTORS SERVICES LLC Service code 99 Other Fees | $59,101 |
WEINSTEIN SPIRA1 year Service code 10 3773 RICHMOND AVE · HOUSTON, TX 77046 Accounting | $19,000 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 49 Other Services | $12,127 |
Filed as: MML INVESTORS LLC Service code 99 · EIN 04-2746212 Other Fees | $0 |
Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 Other Services | $0 |
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
10 filings · 2016 to 2025