Filings through .
2 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).
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 8 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
7 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$116K in admin expenses, $199 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
34 funds of $250K or more; 47 lines in all, holding $80.9M of the plan's $82.0M. Recordkeeper: Ascensus.
Target-date series: Vanguard Target Retirement, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $34.2M | 42.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $19.8M | 24.5% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.7M | 5.8% |
| Value Mutual Funds Vanguar Manager not matched · Mutual fund | $3.5M | 4.3% |
| Janus Henderson Glbl Tech and Innov I Janus Henderson · Mutual fund | $2.6M | 3.2% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 2.2% |
| First Eagle First Eagle · Mutual fund | $1.3M | 1.6% |
| Vanguard Wellesley Income Fund Admiral Shares Vanguard · Mutual fund | $1.0M | 1.3% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $763K | 0.9% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $750K | 0.9% |
| 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 |
37 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 5 funds, dropped 4 funds.
| Fund | Year-end value |
|---|---|
| AddedValue Mutual Funds Vanguar | $3.5M |
| AddedJanus Henderson Glbl Tech and Innov I | $2.6M |
| DroppedCost Value Mutual Funds (cont | $2.1M |
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.
37 more lines and 6 more changes 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 |
|---|---|
KESTRA FINANCIAL5 years Filed as: KESTRA ADVISORY SERVICES Service code 28 · EIN 35-2552359 Investment Management | $102,497 |
THE VANGUARD GROUP, INC.6 years Service code 12 · EIN 23-1945930 Claims processing; Recordkeeping and ... | $6,225 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 64 415 8TH AVE NE, · BRAINERD, MN 56401 Recordkeeping Fees | $5,700 |
INTAC1 year Service code 64 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 Recordkeeping Fees | $1,650 |
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.
3 contacts
8 filings · 2018 to 2025