Filings through .
1 of 17 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant 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.
$94K in admin expenses, $185 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; 34 lines in all, holding $24.1M of the plan's $24.3M. Recordkeeper: Paychex.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.0M | 12.6% |
| Great Gray Capitral Group 2030 Target Date Trust Manager not matched · Collective trust | $2.9M | 12.1% |
| Janus Henderson Balanced Fund Class N Janus Henderson · Mutual fund | $2.6M | 10.9% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $2.3M | 9.6% |
| Great Gray Capitral Group 2050 Target Date Trust Manager not matched · Collective trust | $1.9M | 8.1% |
| Great Gray Capitral Group 2040 Target Date Trust Manager not matched · Collective trust | $1.8M | 7.6% |
| Great Gray Capitral Group 2055 Target Date Trust Manager not matched · Collective trust | $1.5M | 6.4% |
| Great Gray Capitral Group 2045 Target Date Trust Manager not matched · Collective trust | $1.2M | 4.9% |
| Great Gray Capitral Group 2020 Target Date Trust Manager not matched · Collective trust | $1.1M | 4.5% |
| Great Gray Capitral Group 2035 Target Date Trust Manager not matched · Collective trust | $988K | 4.1% |
| 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 |
24 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 |
|---|---|
| AddedJanus Henderson Balanced Fund Class N | $2.6M |
| DroppedMFS Total Return Fund R6 | $2.3M |
| ReplacedHighBlackrock Mid Cap Growth Equity Portfolio to T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | $564K to $535K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
24 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 |
|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 26 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 Advisory (Participants) | $62,854 |
PAYCHEX, INC.11+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 Recordkeeping | $29,317 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
5 contacts
11 filings · 2015 to 2025