Filings through .
No flags tripped on the 2025 filing.
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.
$276K in admin expenses, $264 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
22 funds of $250K or more, counting each target-date vintage; shown as 14 lines, holding $79.8M of the plan's $81.5M. Recordkeeper: Zenith American Solutions.
Target-date series: JPMorgan SmartRetirement Passive Blend, collective trust, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement Passive Blend JPMorgan · Collective trust Target-date, 10 vintages | $38.8M | 48.6% |
| Galliard Stable Value C Allspring · Stable value Stable value | $7.8M | 9.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $6.9M | 8.6% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund | $5.9M | 7.4% |
| Vanguard Life Strategy Moderate Growth Fund Vanguard · Mutual fund | $5.0M | 6.2% |
| Vanguard Life Strategy Growth Fund Vanguard · Mutual fund | $3.7M | 4.6% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Collective trust | $3.5M | 4.3% |
| The Hartford Dividend And Growth Fund Hartford Funds · Mutual fund | $2.1M | 2.6% |
| JP Morgan Small Cap Equity Select Fund JPMorgan · Mutual fund | $1.9M | 2.4% |
| MFS International Equity Fund MFS (Sun Life) · Collective trust | $1.6M | 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 |
4 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighBlackrock Mid Cap Growth Equity Portfolio to MFS Mid Cap Growth Fund | $3.7M to $3.5M |
| ReplacedHighEuroPacific Growth Fund - R to MFS International Equity Fund | $1.1M to $1.6M |
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.
4 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 5 by compensation.
| Provider | Compensation |
|---|---|
ZENITH AMERICAN SOLUTIONS8 years Service code 13 · EIN 52-1590516 Contract Administrator | $128,827 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 Advisory (Plan) | $60,000 |
Filed as: MATRIX TRUST COMPANY Service code 28 · EIN 75-3182674 Investment Management | $29,990 |
LEGACY PROFESSIONALS LLP11+ years Service code 10 · EIN 32-0043599 Accounting | $25,254 |
ASHER, GITTLER & D'ALBA, LTD.11+ years Service code 29 · EIN 36-2786883 Legal | $19,742 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
2 contacts
11 filings · 2015 to 2025