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.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $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. Free for 7 days, then $49 a month.
$55K in admin expenses, $179 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
21 funds of $250K or more, counting each target-date vintage; shown as 17 lines, holding $22.2M of the plan's $22.4M. Recordkeeper: UBS Financial Services.
Target-date series: Vanguard Target Retirement, mutual fund, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $13.5M | 60.7% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.6M | 7.1% |
| MFS International Value R6 MFS (Sun Life) · Mutual fund | $1.1M | 5.1% |
| Pioneer Bond Fund: Class K Victory Capital · Mutual fund | $874K | 3.9% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $817K | 3.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $692K | 3.1% |
| Fidelity International Capital Appreciation Fund Fidelity (FMR) · Mutual fund | $626K | 2.8% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund | $488K | 2.2% |
| Goldman Sachs Stable Value Collective Trust Goldman Sachs · Stable value Stable value | $449K | 2.0% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $445K | 2.0% |
| 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 3 funds, dropped 3 funds.
| Fund | Year-end value |
|---|---|
| AddedVanguard 500 Index Fund Admiral Shares | $692K |
| AddedFidelity International Capital Appreciation Fund | $626K |
| DroppedVanguard Total Stock Market Index Fund Admiral Shares | $568K |
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, not money moved.
7 more lines and 3 more changes in this lineup are on Pro. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 4 by compensation.
| Provider | Compensation |
|---|---|
UBS FINANCIAL SERVICES INC11+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 Recordkeeping | $37,228 |
ADP BROKER-DEALER11+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 Recordkeeping | $12,408 |
Service code 15 · EIN 35-1949432 Recordkeeping | $5,750 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 Shareholder Servicing | $0 |
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.
Filed May 11, 2017.
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
3 contacts
11 filings · 2015 to 2025