Filings through .
1 of 17 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
$37K in admin expenses, $214 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; 30 lines in all, holding $14.8M of the plan's $15.0M. Recordkeeper: Ascensus.
Target-date series: American Funds Target Date, mutual fund, 4% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Cost value Collective trusts Invesco Invesco · Collective trust | $3.8M | 25.8% |
| Cost value Mutual funds BlackRock BlackRock · Mutual fund | $1.9M | 12.7% |
| Nuveen Large Cap Growth Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $1.5M | 10.2% |
| Nuveen Large Cap Value Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $1.1M | 7.6% |
| American Funds Fundamental Inv R6 Capital Group · Mutual fund | $921K | 6.2% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 6 vintages | $650K | 4.4% |
| Nationwide Nyse Arca Tech 100 Index Fund (Instl) Nationwide · Mutual fund Index | $595K | 4.0% |
| iShares Russell 2000 SmCap Ind K BlackRock · ETF Index | $544K | 3.7% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $541K | 3.7% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $474K | 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 |
20 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
20 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 |
|---|---|
Filed as: MERRILL LYNCH RETI&BENEFIT SER Service code 27 · EIN 13-5674085 Advisory (Plan) | $22,056 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 Recordkeeping | $15,178 |
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