Filings through .
4 of 18 flags tripped on the 2025 filing.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
High cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Few collective trusts
<1% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
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.
$8K in admin expenses, $66 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
18 funds of $250K or more, counting each target-date vintage; shown as 13 lines, holding $27.6M of the plan's $88.1M. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $13.7M | 49.4% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.9M | 10.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.8M | 10.0% |
| Principal PIF Small Cap Value II R6 Principal · Mutual fund | $1.4M | 5.1% |
| Loomis Sayles Small Cap Grow th Natixis IM · Other | $1.3M | 4.7% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 4.6% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $1.2M | 4.2% |
| Vanguard Total Instl Stock Admiral Fund Vanguard · Mutual fund | $789K | 2.9% |
| Fidelity Government Money Market Fund R6 Fidelity (FMR) · Money market Recordkeeper's own fund | $743K | 2.7% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $680K | 2.5% |
| 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 |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 4 funds.
| Fund | Year-end value |
|---|---|
| DroppedLoomis Sayles Small Cap Growth Fund | $1.2M |
| DroppedHarbor Capital Appreciation Fund Re | $1.2M |
| AddedMFS International Growth Fund R6 | $680K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
3 more lines and 2 more changes 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 1 by compensation.
| Provider | Compensation |
|---|---|
Service code 37 · EIN 04-2647786 Loan Processing | $9,270 |
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.
2 contacts
11 filings · 2015 to 2025