Filings through .
2 of 19 flags tripped on the 2025 filing.
Possible retail share class: $13.2M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$64K in admin expenses, $228 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
21 funds of $250K or more; 41 lines in all, holding $19.7M of the plan's $19.9M. Recordkeeper: Professional Capital Services.
Target-date series: Vanguard Target Retirement, mutual fund, 2% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares Core S&P 500 ETF BlackRock · ETF Index | $2.0M | 10.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 9.2% |
| Vanguard Growth ETF Vanguard · ETF Index | $1.7M | 8.6% |
| Ishares Intermediate Term Corp Bond ETF BlackRock · ETF Index | $1.6M | 8.3% |
| Vanguard Value ETF Vanguard · ETF | $1.5M | 7.5% |
| iShares Core U.S. Aggregate Bond ETF BlackRock · ETF Index | $1.4M | 7.3% |
| iShares Core MSCI EAFE ETF BlackRock · ETF Index | $1.1M | 5.5% |
| Vanguard High Dividend Yield ETF Vanguard · ETF Index | $1.0M | 5.3% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 5.2% |
| Fidelity Blue Chip Growth Fund Fidelity Advisor Blue Chip Growth Fund: Class A Fidelity (FMR) · Mutual fund Possible retail class A | $762K | 3.9% |
| 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 |
31 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 2 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeiShares Core MSCI Emerging Markets ETF to iShares Core MSCI Emerging Markets Etfn/A | $73K to $432K |
| DroppediShares iBonds Dec 2025 Term Treasury ETF | $386K |
| DroppediShares iBonds Dec 2025 Term Corporate ETF | $331K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 renames.
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.
31 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 |
|---|---|
HM CAPITAL MANAGEMENT11+ years Filed as: MV CAPITAL MANAGEMENT INC. Service code 26 · EIN 52-1480475 Advisory (Participants) | $30,116 |
PROFESSIONAL CAPITAL SERVICES, LLC11+ years Filed as: PROFESSIONAL CAPITAL SERVICES LLC Service code 13 · EIN 23-3038464 Contract Administrator | $5,211 |
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.
2 contacts
11 filings · 2015 to 2025