Filings through .
No flags tripped on the 2025 filing.
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 4 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
3 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$9K in admin expenses, $56 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 15 lines in all, holding $13.3M of the plan's $13.5M. Recordkeeper: not identified.
Target-date series: Voya Target Solution, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Target Solution Voya · Mutual fund Target-date, 9 vintages | $7.2M | 54.3% |
| Ishares S&P 500 Index FD CL K BlackRock · Collective trust Index | $2.1M | 16.1% |
| Voya Trgt Solution Trust: Inc 8 Voya · Mutual fund | $1.1M | 8.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $946K | 7.1% |
| iShares MSCI EAFE Index Fnd K BlackRock · ETF Index | $354K | 2.7% |
| Fidelity Total Bond Fund Fidelity Advisor Total Bond Fund: Class Z Fidelity (FMR) · Mutual fund | $232K | 1.7% |
| Vanguard Vgrd Mrgst SmCp Vl In Ad Vanguard · Mutual fund | $228K | 1.7% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $223K | 1.7% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $182K | 1.4% |
| Voya Gv Mny Mkt F A (Hld Acct) Voya · Money market | $159K | 1.2% |
| 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 |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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.
5 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 4 by compensation.
| Provider | Compensation |
|---|---|
Filed as: IHT WEALTH MANAGEMENT Service code 99 · EIN 46-5509437 Other Fees | $23,603 |
Filed as: PLEXUS FINANCIAL SOLUTIONS Service code 99 · EIN 27-1746834 Other Fees | $7,297 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 · EIN 82-3179843 Other Services | $5,949 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 Advisory (Participants) | $0 |
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.
4 contacts
4 filings · 2015 to 2025