Filings through .
1 of 18 flags tripped on the 2025 filing.
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.
$144K in admin expenses, $235 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; 17 lines in all, holding $35.2M of the plan's $35.8M. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Index Portfolio Z Voya · Mutual fund IndexRecordkeeper's own fund | $8.3M | 23.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.9M | 13.9% |
| DFA Wld exUS Core Eq Port Ins Dimensional · Mutual fund | $4.7M | 13.4% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund | $3.5M | 10.0% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 6.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 6.9% |
| DFA US High Rel Pro Port Ins Dimensional · Mutual fund | $2.2M | 6.2% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $1.6M | 4.5% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 3.4% |
| e) Current DFA US Small Cap VI Port Ins Dimensional · Mutual fund | $1.1M | 3.2% |
| 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Federal Money Market Fund Investor Shares | $513K |
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.
7 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 4 by compensation.
| Provider | Compensation |
|---|---|
Filed as: PHILLIPS FINANCIAL Service code 26 6920 POINTE INVERNESS WAY, #230 · FORT WAYNE, IA 46804 Advisory (Participants) | $67,044 |
VOYA FINANCIAL ADVISORS INC4 years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 Recordkeeping Fees | $65,091 |
BENEFIT PLANS PLUS, LLC5 years Filed as: BENEFIT PLANS PLUS Service code 49 Other Services | $15,177 |
BENEFIT PLANS PLUS, LLC5 years Service code 49 11701 BORMAN DRIVE, SUITE 300 · ST. LOUIS, MO 63146 Other Services | $11,425 |
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 April 14, 2015.
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