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.
$53K in admin expenses, $225 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; 21 lines in all, holding $19.6M of the plan's $41.6M. Recordkeeper: Newport Group.
Target-date series: Vanguard Target Retirement, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $13.3M | 67.8% |
| Vanguard Large Cap Index Adm 0 Vanguard · Mutual fund Index | $1.3M | 6.6% |
| Morley Stable Value Class 25-I 0 Principal · Insurance contract | $902K | 4.6% |
| Vanguard Selected Value Inv 0 Vanguard · Mutual fund | $809K | 4.1% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $679K | 3.5% |
| Vanguard Windsor Fund Admiral Shares Vanguard · Mutual fund | $376K | 1.9% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $374K | 1.9% |
| Vanguard High Yield Corp Adm 0 Vanguard · Mutual fund | $351K | 1.8% |
| Vanguard Mid Cap Index Adm 0 Vanguard · Mutual fund Index | $327K | 1.7% |
| Vanguard Interm-Term Bond Index Adm 0 Vanguard · Mutual fund Index | $243K | 1.2% |
| 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 |
11 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Changed share class on 5 funds.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard Large-Cap Index Fund Investor Shares to Vanguard Large Cap Index Adm 0 | $932K to $1.3M |
| Share class changeVanguard Selected Value Fund Investor Shares to Vanguard Selected Value Inv 0 | $713K to $809K |
| Share class changeVanguard Growth Index Fund Investor Shares to Vanguard Growth Index Fund Admiral Shares | $539K to $679K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
11 more lines and 2 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 2 by compensation.
| Provider | Compensation |
|---|---|
Service code 27 361 DELAWARE AVE · BUFFALO, NY 14202 Advisory (Plan) | $49,719 |
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 Recordkeeping | $3,668 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
11 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025