Filings through .
4 of 19 flags tripped on the 2025 filing.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Possible retail share class: $6.4M
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.
$55K in admin expenses, $139 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more, counting each target-date vintage; shown as 16 lines, holding $18.2M of the plan's $19.0M. Recordkeeper: Newport Group.
Target-date series: American Funds Target Date, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $7.3M | 40.2% |
| Growth Fund OF America Class A Capital Group · Mutual fund Possible retail class A | $2.1M | 11.5% |
| American Balanced Fund Class A Capital Group · Mutual fund Possible retail class A | $2.0M | 11.0% |
| American Funds U.S. Government Money Market Fund Class A Capital Group · Money market | $1.5M | 8.0% |
| American Funds Washington Mutual Inv A Capital Group · Mutual fund | $1.2M | 6.5% |
| American Funds Fundamental Investors Class R-4 Capital Group · Mutual fund | $927K | 5.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $863K | 4.8% |
| NEW Perspective Fund Class A Capital Group · Mutual fund Possible retail class A | $780K | 4.3% |
| Fidelity Advisor Stk Sel Mid Cap M Fidelity (FMR) · Mutual fund | $553K | 3.0% |
| TCW Metwest Total Return Bond Fund Class M TCW · Mutual fund | $343K | 1.9% |
| 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeAmerican Funds Fundamental Investors Class A to American Funds Fundamental Investors Class R-4 | $871K to $927K |
| AddedTCW Metwest Total Return Bond Fund Class M | $343K |
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.
6 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 |
|---|---|
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 Recordkeeping | $31,054 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 Advisory (Plan) | $20,290 |
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.
2 contacts
11 filings · 2015 to 2025