Filings through .
3 of 19 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.)
Possible retail share class: $138K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$67K in admin expenses, $380 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; 50 lines in all, holding $7.7M of the plan's $7.9M. Recordkeeper: Nationwide.
Target-date series: Vanguard Target Retirement, mutual fund, 17% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 6 vintages | $1.3M | 16.9% |
| JPMorgan Growth Advantage Fund Class R6 JPMorgan · Mutual fund | $1.0M | 13.0% |
| Amfds Int Gr Inc R6 Manager not matched · Mutual fund | $654K | 8.5% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $621K | 8.0% |
| Amfds Inc Fd Am R6 Manager not matched · Mutual fund | $438K | 5.7% |
| Eupac Fund-R-6 Manager not matched · Mutual fund | $429K | 5.5% |
| Amfds Am Mut R6 Manager not matched · Mutual fund | $329K | 4.2% |
| AmFds Wshngtn Mut Inv R6 Manager not matched · Mutual fund | $277K | 3.6% |
| Pioneer Bond Fund: Class Y Victory Capital · Mutual fund | $235K | 3.0% |
| Vngrd Trgt Rtrmt 2060 Inv Manager not matched · Mutual fund | $206K | 2.7% |
| 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 |
40 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedAmFds Wshngtn Mut Inv R6 | $277K |
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.
40 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 3 by compensation.
| Provider | Compensation |
|---|---|
MGO ONE SEVEN LLC3 years Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 Advisory (Participants) | $44,999 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 Recordkeeping | $34,872 |
MGO ONE SEVEN LLC2 years Filed as: MGO ONE SEVEN Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 Recordkeeping | $21,504 |
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.
Filed March 3, 2004.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
11 filings · 2015 to 2025