Filings through .
4 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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.)
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$40K in admin expenses, $231 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds of $250K or more; 24 lines in all, holding $15.5M of the plan's $18.5M. Recordkeeper: 1st Source Bank.
| Fund | Dollars | % of funds% |
|---|---|---|
| T Rowe Pr Mid-Cap Grow - I T. Rowe Price · Mutual fund | $2.7M | 17.5% |
| Morley Stable Value Fund Class 25 Principal · Insurance contract | $2.6M | 17.1% |
| SPDR S&P 500 ETF Trust State Street (SSgA) · Collective trust Index | $1.9M | 12.5% |
| American Funds Washington Mut IF Capital Group · Mutual fund | $1.6M | 10.1% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $906K | 5.9% |
| iShares Russell BlackRock · ETF Index | $821K | 5.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $630K | 4.1% |
| Vanguard Tota] Intl Stock Index Fund Mutual Fund Vanguard · Mutual fund Index | $622K | 4.0% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $382K | 2.5% |
| Boston Partners All-Cap Value Fund Institutional Boston Partners · Mutual fund | $380K | 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 |
14 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedAB Large Cap Growth Fund Inc | $865K |
| Share class changeGoldman Sachs 8/C Value Inst to Goldman Sachs S/C Value Fund | $477K to $376K |
| AddedNuveen Large Cap Value Fund | $293K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
14 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 |
|---|---|
1ST SOURCE BANK11+ years Service code 15 100 NORTH MICHIGAN STREET · SOUTH BEND, IN 46601 Recordkeeping | $40,011 |
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.
3 contacts
11 filings · 2015 to 2025