Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $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. Free for 7 days, then $49 a month.
$27K in admin expenses, $84 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
20 funds of $250K or more, counting each target-date vintage; shown as 19 lines, holding $42.9M of the plan's $45.2M. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $18.4M | 43.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.8M | 15.9% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $3.1M | 7.3% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $2.2M | 5.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.1M | 4.9% |
| Stable Value Fund Manager not matched · Stable value Stable value | $2.0M | 4.8% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $1.9M | 4.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 4.2% |
| MFS International Equity Fund Class R6 MFS (Sun Life) · Mutual fund | $1.3M | 2.9% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $1.1M | 2.5% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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, not money moved.
9 more lines in this lineup are on Pro. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: ANCORA RETIREMENT PLAN ADVISORS Service code 27 · EIN 23-2697799 Advisory (Plan) | $19,038 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 Loan Processing | $7,868 |
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.
Filed March 27, 2007.
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
2 contacts
11 filings · 2015 to 2025