Filings through .
1 of 18 flags tripped on the 2025 filing.
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.
$52K in admin expenses, $256 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
14 funds of $250K or more; 21 lines in all, holding $8.5M of the plan's $8.7M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.0M | 23.1% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 13.0% |
| U.S. Large Cap Value Portfolio III Dimensional · Mutual fund | $940K | 11.0% |
| Emerging Mkts Equity Instl Manager not matched · Mutual fund | $520K | 6.1% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $509K | 6.0% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $494K | 5.8% |
| DFA International Hi Relative Profitability Instl Dimensional · Mutual fund | $393K | 4.6% |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $365K | 4.3% |
| International Small Cap Value Manager not matched · Other | $362K | 4.2% |
| U.S. High Relative Profitability Portfolio Institutional Class Dimensional · Mutual fund | $308K | 3.6% |
| 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 |
11 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedDFA International Hi Relative Profitability Instl | $393K |
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.
11 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 |
|---|---|
SAVANT CAPITAL MANAGEMENT5 years Filed as: SAVANT CAPITAL MANAGEMENT, INC Service code 26 · EIN 36-3859937 Advisory (Participants) | $37,844 |
PCS RETIREMENT, LLC4 years Service code 12 · EIN 23-3038464 Consulting (general); Participant loa... | $13,875 |
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.
4 contacts
11 filings · 2015 to 2025