Filings through .
1 of 17 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$30K in admin expenses, $68 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more; 24 lines in all, holding $19.9M of the plan's $20.2M. Recordkeeper: ADP.
| Fund | Dollars | % of funds% |
|---|---|---|
| One Choice 2030 Portfolio American Century · Mutual fund | $3.9M | 19.5% |
| One Choice IN Retirement Portfolio American Century · Mutual fund | $3.4M | 17.2% |
| One Choice 2045 Portfolio American Century · Mutual fund | $2.1M | 10.8% |
| Alliance Bernstein Large Cap Growth Fund AllianceBernstein · Collective trust | $1.9M | 9.8% |
| One Choice 2050 Portfolio American Century · Mutual fund | $1.8M | 9.1% |
| iShares Total U.S. Stock Market Index Fund BlackRock · ETF Index | $1.2M | 6.2% |
| One Choice 2040 Portfolio American Century · Mutual fund | $1.2M | 5.9% |
| One Choice 2060 Portfolio American Century · Mutual fund | $594K | 3.0% |
| One Choice 2055 Portfolio American Century · Mutual fund | $515K | 2.6% |
| Janus Henderson Enterprise Fund Janus Henderson · Mutual fund | $493K | 2.5% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedOne Choice 2025 Portfolio | $1.6M |
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, not money moved.
14 more lines in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $29,538 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
5 contacts
10 filings · 2016 to 2025