Filings through .
3 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
Fewer than 3 years of filings on record. Charts show once 3 consecutive filings are on file.
$1.1M in admin expenses, $151 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
26 funds of $250K or more, counting each target-date vintage; shown as 17 lines, holding $1.91B of the plan's $2.02B. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, collective trust, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $972M | 50.7% |
| Vanguard Institutional Index Fund Institutional Plus Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $325M | 17.0% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $85.3M | 4.5% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $79.5M | 4.2% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund | $77.9M | 4.1% |
| SSGlobal AllCapEq exUS II Manager not matched · Collective trust | $70.0M | 3.7% |
| Vanguard Mid-Cap Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $64.6M | 3.4% |
| Vanguard Retirement Savings Trust III Vanguard · Stable value Stable valueRecordkeeper's own fund | $55.2M | 2.9% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $35.3M | 1.8% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $28.7M | 1.5% |
| 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
7 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 |
|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 Advisory (Participants) | $760,777 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 Recordkeeping | $377,387 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
Filed November 11, 1997.
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
2 filings · 2016 to 2025