Filings through .
1 of 18 flags tripped on the 2024 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. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2024 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$8K in admin expenses, $30 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
25 funds of $250K or more; 27 lines in all, holding $24.2M of the plan's $24.2M. Recordkeeper: not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $7.9M | 32.8% |
| Voya Fixed Account Voya · Insurance contract | $2.6M | 10.9% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $2.5M | 10.2% |
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund Index | $2.3M | 9.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.7M | 6.9% |
| New Perspective Fund Capital Group · Mutual fund | $1.0M | 4.3% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund | $1.0M | 4.1% |
| Cost Value Mutual Funds: American Fund Manager not matched · Mutual fund | $663K | 2.7% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $621K | 2.6% |
| U.S. Small Cap Portfolio Dimensional · Mutual fund | $483K | 2.0% |
17 more lines in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. 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 3 by compensation.
| Provider | Compensation |
|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 04-3046611 Other Fees | $41,538 |
Filed as: SCP RETIREMENT SERVICES LLC Service code 49 Other Services | $10,783 |
Filed as: SCP RETREMENT SERVICES LLC Service code 49 30 N LA SALLE ST STE 2624 · CHICAGO, IL 60602 Other Services | $0 |
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 2024 filing.
2 contacts
10 filings · 2015 to 2024