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.
$178K in admin expenses, $156 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
25 funds of $250K or more, counting each target-date vintage; shown as 24 lines, holding $47.2M of the plan's $48.1M. Recordkeeper: OneAmerica.
Target-date series: Vanguard Target Retirement, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $31.7M | 67.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.1M | 6.6% |
| OneAmerica Stable Value Z Manager not matched · Stable value Stable value | $1.9M | 4.1% |
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund | $1.6M | 3.4% |
| Invesco Comstock Fund Class R5 Invesco · Mutual fund | $1.3M | 2.9% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 2.6% |
| Vanguard Mid-Cap Growth Index Fund - Admiral Sha Vanguard · Mutual fund Index | $938K | 2.0% |
| Washington Mutual Investors Fund R-6 Capital Group · Mutual fund | $850K | 1.8% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $559K | 1.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $541K | 1.1% |
| 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 |
14 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeFidelity U.S. Sustainability IndexInstl to Fidelity U.S. Sustainability Index Fund | $390K to $462K |
| Addeddate,rate of interest, collateral, par, or maturity date Amana Growth Fund Inv | $264K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
14 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 |
|---|---|
Service code 15 · EIN 46-5378846 Recordkeeping | $81,404 |
Service code 27 · EIN 47-1411118 Advisory (Plan) | $65,848 |
Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 Recordkeeping Fees | $31,239 |
Filed as: MATRIX TRUST COMPANY Service code 19 · EIN 75-3182674 Securities Custodian | $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.
Filed March 1, 2010 (most recent of 3 filings on file).
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.
3 contacts
11 filings · 2015 to 2025