Filings through .
3 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
High cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.
$63K in admin expenses, $157 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
5 funds of $250K or more; 8 lines in all, holding $17.6M of the plan's $23.4M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Allspring Core Plus Bond Fund Class R6 Allspring · Mutual fund | $5.5M | 31.2% |
| JPMorgan Strategic Income Opportunities Fund Class R6 JPMorgan · Mutual fund | $5.4M | 30.9% |
| Putnam Large Cap Value Fund Class Y Shares Franklin Templeton · Mutual fund | $3.1M | 17.6% |
| Hartford Schroders International Stock Fund Class I Hartford Funds · Mutual fund | $2.0M | 11.1% |
| FullerThaler Behavioral Small-Cap Equity Fund R6 Shares Westwood · Mutual fund | $1.5M | 8.7% |
| Goldman Sachs Common Stock Goldman Sachs · Mutual fund | $50K | 0.3% |
| State Street Common stock State Street (SSgA) · Mutual fund | $27K | 0.2% |
| Blackrock Common Stock BlackRock · Mutual fund | $13K | <0.1% |
Added 2 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedJpmorgan Strategic Incm Oppty R6 | $5.7M |
| AddedJPMorgan Strategic Income Opportunities Fund Class R6 | $5.4M |
| DroppedPutnam Equity Income Fund Y | $3.8M |
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.
1 more change 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 2 by compensation.
| Provider | Compensation |
|---|---|
CLELLAND1 year Filed as: CLELLAND AND COMPANY INC Service code 26 · EIN 33-0339278 Advisory (Participants) | $35,000 |
EAGLEASSET1 year Filed as: EAGLE ASSET MANAGEMENT, INC. Service code 26 · EIN 59-2385219 Advisory (Participants) | $26,437 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025