Filings through .
3 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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. Free for 7 days, then $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. Free for 7 days, then $49 a month.
$67K in admin expenses, $174 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
7 funds of $250K or more; 17 lines in all, holding $10.3M of the plan's $13.0M. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 91% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $9.3M | 90.9% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $443K | 4.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $197K | 1.9% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $141K | 1.4% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $44K | 0.4% |
| Interest-bearing cash Vanguard Federal Money Market Investor Vanguard · Money market Recordkeeper's own fund | $29K | 0.3% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $22K | 0.2% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $18K | 0.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $11K | 0.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $7K | <0.1% |
| 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.
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, not money moved.
7 more lines in this lineup are on Pro. 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 |
|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH. Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 Advisory (Plan) | $26,893 |
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 Recordkeeping | $26,456 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC Service code 50 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 Direct Payment | $11,191 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
Filed January 14, 2020 (most recent of 3 filings on file).
Street address, email and phone are on Pro. Free for 7 days, then $49 a month.
5 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025