Filings through .
2 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$161K in admin expenses, $554 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds of $250K or more; 25 lines in all, holding $45.3M of the plan's $45.5M. Recordkeeper: BKD.
Target-date series: T. Rowe Price Retirement, mutual fund, 2% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $12.6M | 27.8% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund | $10.9M | 24.0% |
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund Index | $5.7M | 12.7% |
| Growth Fund OF America Capital Group · Mutual fund | $2.1M | 4.6% |
| Transamerica Stable Value Core Option Transamerica (Aegon) · Insurance contract | $1.6M | 3.5% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $1.4M | 3.0% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund Index | $1.3M | 2.8% |
| Invesco Global Fund Invesco · Mutual fund | $1.1M | 2.5% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $1.0M | 2.3% |
| Macquire Science and Technology Fund Manager not matched · Mutual fund | $943K | 2.1% |
| 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 |
15 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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.
15 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 3 by compensation.
| Provider | Compensation |
|---|---|
BKD, LLP3 years Filed as: FOVIS WEALTH ADVISORS Service code 15 · EIN 44-0160260 Recordkeeping | $82,983 |
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 15 · EIN 13-3689044 Recordkeeping | $77,831 |
FORVIS MAZARS, LLP3 years Filed as: FORVIS WEALTH ADVISORS, LLC Service code 15 · EIN 43-1815436 Recordkeeping | $3,377 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
Filed February 12, 2008.
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