Filings through .
2 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$50K in admin expenses, $201 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more, counting each target-date vintage; shown as 9 lines, holding $35.3M of the plan's $46.5M. Recordkeeper: Principal.
Target-date series: Fidelity Freedom Index, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintages | $22.5M | 63.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $6.6M | 18.6% |
| Fidelity Exteded Market Index Fidelity (FMR) · Mutual fund Index | $2.7M | 7.6% |
| BlackRock Total Return CIT J BlackRock · Collective trust | $1.7M | 4.7% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $825K | 2.3% |
| Goldman Sachs Stable Value Collective Trust Goldman Sachs · Stable value Stable value | $608K | 1.7% |
| Lazard ACW Ex US Eq Adv CIT 8 Lazard · Collective trust | $342K | 1.0% |
| Harbor Capital Appreciation CIT R Harbor Capital · Collective trust | $51K | 0.1% |
| Franklin Sm Cap Growth GG CL FD Franklin Templeton · Mutual fund | $262 | <0.1% |
Added 2 funds, dropped 4 funds, likely replaced 1 fund. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchPrincipal LifeTime 2035 Trust to Fidelity Freedom Index 2035 Fund | $18.6M to $22.5M |
| AddedFidelity Exteded Market Index | $2.7M |
| ReplacedHighPIMCO Income Fund Institutional to BlackRock Total Return CIT J | $2.1M to $1.7M |
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.
5 more changes 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 |
|---|---|
Service code 33 · EIN 94-1737782 Float revenue; Securities brokerage c... | $94 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
5 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025