Filings through .
2 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$27K in admin expenses, $143 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds of $250K or more; 11 lines in all, holding $3.4M of the plan's $3.4M. Recordkeeper: Nationwide.
Target-date series: Vanguard Target Retirement, mutual fund, 95% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $3.2M | 94.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $49K | 1.4% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $47K | 1.4% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $42K | 1.2% |
| SmallCap Growth Fund I Principal · Mutual fund | $17K | 0.5% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $16K | 0.5% |
| DFA International Core Equity I Fund Dimensional · Mutual fund | $3K | <0.1% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $2K | <0.1% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $854 | <0.1% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $288 | <0.1% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
1 more fund in this lineup: name, manager, vehicle, dollars and share are on Pro.
1 more line in this lineup is 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 3 by compensation.
| Provider | Compensation |
|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 26 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 27675 Advisory (Participants) | $26,428 |
NATIONWIDE7 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 Recordkeeping | $16,137 |
Service code 26 · EIN 35-2015845 9465 COUNSELORS ROW · INDIANAPOLIS, IN 46240 Advisory (Participants) | $450 |
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
10 filings · 2016 to 2025