Filings through .
2 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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.
$69K in admin expenses.
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more; 18 lines in all, holding $18.1M of the plan's $18.3M. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 7% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $3.6M | 19.7% |
| JPMorgan Emerging Markets Equity Fund Class R6 JPMorgan · Mutual fund | $3.0M | 16.4% |
| Large Cap International Portfolio - Institutional Class Dimensional · Mutual fund | $2.3M | 13.0% |
| Vanguard Intermediate-Term Bond Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $2.2M | 12.4% |
| MetLife GAC-25053 Class 0 MetLife · Mutual fund | $1.4M | 7.8% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintagesRecordkeeper's own fund | $1.2M | 6.9% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.0M | 5.6% |
| DFA Emerging Markets Core Equity 2 Part Dimensional · Mutual fund | $950K | 5.3% |
| Fidelity Real Estate Index Fund Fidelity (FMR) · Mutual fund Index | $611K | 3.4% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $608K | 3.4% |
| 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 |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedU.S. Large Cap Value Portfolio III | $2.0M |
| AddedDFA Emerging Markets Core Equity 2 Part | $950K |
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. They do not show money moved.
8 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 2 by compensation.
| Provider | Compensation |
|---|---|
CHOREO LLC4 years Service code 27 801 NICOLLETT AVE · MINNEAPOLIS, MN 55402 Advisory (Plan) | $50,054 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 Recordkeeping | $18,554 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
Filed February 21, 2006.
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.
2 contacts
11 filings · 2015 to 2025