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.
$17K in admin expenses, $95 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
19 funds of $250K or more; 20 lines in all, holding $24.0M of the plan's $24.1M. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $13.5M | 56.1% |
| State Street Equity 500 Index Fund State Street (SSgA) · Mutual fund Index | $3.4M | 14.0% |
| e) Current American Funds The Growth Fund Capital Group · Mutual fund | $1.6M | 6.6% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $1.2M | 5.2% |
| iShares MSCI EAFE International Index Fund BlackRock · ETF Index | $1.1M | 4.6% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price · Mutual fund | $916K | 3.8% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $608K | 2.5% |
| Vanguard Windsor Fund Vanguard · Mutual fund | $507K | 2.1% |
| Vanguard Intermediate-Term Bond Index Fund Vanguard · Mutual fund Index | $452K | 1.9% |
| Met Life Stable Value Fund MetLife · Stable value Stable value | $257K | 1.1% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| Addede) Current American Funds The Growth Fund | $1.6M |
| DroppedAmerican Funds Growth Portfolio | $1.2M |
| ReplacedHighT. Rowe Price International Equity Index Fund to iShares MSCI EAFE International Index Fund | $804K to $1.1M |
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.
10 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 |
|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $19,253 |
Filed as: MESIROW FINANCIAL Service code 15 · EIN 13-3036745 P.O. BOX 771059 · CHICAGO, IL 60677-1059 Recordkeeping | $10,062 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
4 contacts
11 filings · 2015 to 2025