Filings through .
3 of 19 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Possible retail share class: $2.7M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$124K in admin expenses, $417 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
29 funds hold $59.3M of the plan's $61.5M. Recordkeeper: Voya.
Target-date series: T. Rowe Price Retirement, mutual fund, 8% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Growth Fund OF America Capital Group · Mutual fund | $7.9M | 13.3% |
| JPMorgan Large Cap Value Fund Class R6 JPMorgan · Mutual fund | $7.9M | 13.2% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $4.8M | 8.1% |
| MFS Moderate Allocation Fund R6 MFS (Sun Life) · Mutual fund | $4.6M | 7.8% |
| MetLife Stable Value Fund MetLife · Stable value Stable value | $3.6M | 6.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.0M | 5.0% |
| Vanguard Developing Markets Index Admiral Vanguard · Mutual fund Index | $2.8M | 4.6% |
| BlackRock Global Allocation Portfolio BlackRock · Mutual fund Possible retail class A | $2.7M | 4.6% |
| Eaton Vance Growth-Atlanta Cap Smid-Cap Morgan Stanley · Other | $2.4M | 4.1% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund | $2.4M | 4.1% |
| 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 |
19 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedEaton Vance Growth-Atlanta Cap Smid-Cap Fund Class A | $2.6M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
19 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 3 by compensation.
| Provider | Compensation |
|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 99 Other Fees | $45,000 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE ADV Service code 99 · EIN 59-2937883 Other Fees | $0 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 Recordkeeping Fees | $0 |
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.
2 contacts
11 filings · 2015 to 2025