Filings through .
1 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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.
$122K 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.
21 funds of $250K or more, counting each target-date vintage; shown as 16 lines, holding $101M of the plan's $103M. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $65.1M | 64.6% |
| NT S&P 500 Index -NL FD Northern Trust · Collective trust Index | $11.5M | 11.4% |
| Cost value Vanguard Target Retireme Vanguard · Mutual fund | $6.8M | 6.7% |
| T. Rowe Price Blue Chip Growth Trust (T6) T. Rowe Price · Collective trust | $6.3M | 6.2% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $2.0M | 2.0% |
| Columbia Trust Dividend Income Class Institutional 300 Ameriprise (Columbia Threadneedle) · Collective trust | $1.8M | 1.7% |
| Northern Trust Collective All Country World ex-US Index NL Fund Northern Trust · Collective trust Index | $1.7M | 1.6% |
| MFS Mid Cap Growth Fund CT MFS (Sun Life) · Mutual fund | $1.5M | 1.5% |
| Northern Trust Collective Ext Eq Market Index Fund DC NL Northern Trust · Collective trust Index | $1.5M | 1.5% |
| Fiam Core Plus Commingled Pool Class I Fidelity (FMR) · Collective trust Recordkeeper's own fund | $843K | 0.8% |
| 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 7 funds, dropped 6 funds, likely replaced 4 funds. Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| ReplacedHighVanguard 500 Index Fund Admiral Shares to NT S&P 500 Index -NL FD | $6.8M to $11.5M |
| AddedCost value Vanguard Target Retireme | $6.8M |
| Mutual fund to collective trustT. Rowe Price Blue Chip Growth Portfolio to T. Rowe Price Blue Chip Growth Trust (T6) | $3.7M to $6.3M |
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.
6 more lines and 15 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 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 Advisory (Participants) | $69,375 |
Service code 37 · EIN 04-2647786 Loan Processing | $36,739 |
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.
2 contacts
8 filings · 2018 to 2025