Filings through .
1 of 17 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$84K in admin expenses, $345 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, counting each target-date vintage; shown as 17 lines, holding $24.0M of the plan's $24.1M. Recordkeeper: OneAmerica.
Target-date series: American Funds Target Date, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $6.0M | 24.9% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $2.6M | 11.0% |
| International Equity Index Fund Principal · Mutual fund Index | $2.3M | 9.6% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund | $2.3M | 9.5% |
| Columbia Dividend Income Fund Institutional 2 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $1.9M | 7.7% |
| Dodge & Cox Income Fund (1) Dodge & Cox · Mutual fund | $1.7M | 7.0% |
| Reliance Trust Metlife Gac Series 25053 Class 0 Manager not matched · Collective trust | $1.4M | 6.0% |
| Allspring Special Mid Cap Value Fund Institutional Class Allspring · Mutual fund | $1.3M | 5.3% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $996K | 4.2% |
| Fidelity Adv Em Mkt Disc-1 Fidelity (FMR) · Mutual fund | $819K | 3.4% |
| 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighSmallCap Growth Fund I Institutional Class to Putnam Small Cap Growth Fund Class Y Shares | $453K to $519K |
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.
7 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 4 by compensation.
| Provider | Compensation |
|---|---|
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES Service code 27 325 NORTH OLD WOODWARD AVE · BIRMINGHAM, MI 48009 Advisory (Plan) | $46,786 |
Service code 15 · EIN 46-5378846 Recordkeeping | $36,996 |
Filed as: MATRIX TRUST COMPANY Service code 19 · EIN 75-3182674 Securities Custodian | $0 |
Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 Recordkeeping Fees | $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.
3 contacts
11 filings · 2015 to 2025