Filings through .
2 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 8 years on record. Charts need 3 years.
7 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$45K in admin expenses, $377 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
12 funds of $250K or more; 16 lines in all, holding $11.7M of the plan's $12.2M. Recordkeeper: Transamerica (Aegon).
Target-date series: Vanguard Target Retirement, mutual fund, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $4.0M | 34.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.0M | 25.3% |
| AB Large Cap Growth AllianceBernstein · Other | $1.5M | 12.9% |
| MFS International Equity Fund Class R6 MFS (Sun Life) · Mutual fund | $1.1M | 9.1% |
| Transamerica Stable Value Core Option Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $833K | 7.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $462K | 3.9% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $243K | 2.1% |
| Vanguard Total World Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $214K | 1.8% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $125K | 1.1% |
| Mid-Cap Index Fund Adm Manager not matched · Mutual fund Index | $91K | 0.8% |
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.
6 more lines in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. 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: SUMMIT FINANCIAL, LLC Service code 16 · EIN 37-1895248 Consulting | $24,708 |
Service code 15 · EIN 13-3689044 Recordkeeping | $18,420 |
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.
2 contacts
8 filings · 2018 to 2025