Filings through .
3 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Possible retail share class: $93K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$72K in admin expenses, $262 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 36 lines in all, holding $8.9M of the plan's $8.9M. Recordkeeper: Ascensus.
| Fund | Dollars | % of funds% |
|---|---|---|
| PN - 001 IndexSelect Moderate 2045 Fund CL I Manager not matched · Collective trust | $1.4M | 15.4% |
| BlackRock Russell BlackRock · Mutual fund | $1.2M | 13.3% |
| IndexSelect Moderate 2055 Fund CL I Manager not matched · Collective trust | $1.2M | 13.2% |
| Fixed Income Allocation II Manager not matched · Collective trust | $1.1M | 12.8% |
| Blackrock MSCI ACWI Ex-U.S. Index Fund R BlackRock · Collective trust Index | $665K | 7.5% |
| Indexselect Moderate 2035 Fund CL I Manager not matched · Collective trust | $593K | 6.7% |
| IndexSelect Growth 2055 Fund CL I Manager not matched · Collective trust | $467K | 5.3% |
| Blackrock Equity Index I BlackRock · Collective trust Index | $386K | 4.4% |
| Indexselect Moderate Retire Fund CL I Manager not matched · Collective trust | $257K | 2.9% |
| Lrg Cap Grth III R1 Manager not matched · Collective trust | $220K | 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 |
26 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedIndexSelect Growth 2055 Fund CL I | $467K |
| DroppedIndexselect Aggressive 2045 Fund Cl I | $253K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 4 renames.
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.
26 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 1 by compensation.
| Provider | Compensation |
|---|---|
VANTAGE FINANCIAL GROUP5 years Filed as: VANTAGE FINANCIAL GROUP, INC. Service code 27 6200 ROCKSIDE ROAD · CLEVELAND, OH 44131 Advisory (Plan) | $27,708 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025