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).
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$12K in admin expenses, $80 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds of $250K or more; 33 lines in all, holding $4.6M of the plan's $5.2M. Recordkeeper: not identified.
Target-date series: Nuveen Lifecycle, mutual fund, 4% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $695K | 15.0% |
| JHancock Bond R6 Manager not matched · Mutual fund | $457K | 9.9% |
| MFS International Intrisic Value MFS (Sun Life) · Mutual fund | $406K | 8.8% |
| Fidelity Fund Fidelity (FMR) · Mutual fund | $405K | 8.7% |
| Columbia Contrarian Core Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $364K | 7.8% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $359K | 7.7% |
| FullerThaler Behavioral Small-Cap Equity Fund R6 Shares Westwood · Mutual fund | $231K | 5.0% |
| iShares Russell Mid-Cap Index Fund Class K BlackRock · ETF Index | $223K | 4.8% |
| BlackRock Global Allocation Fund BlackRock · Mutual fund | $195K | 4.2% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 6 vintages | $192K | 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 |
23 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
23 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 |
|---|---|
ASCENSUS LLC9 years Filed as: ASCENSUS Service code 50 200 DRYDEN ROAD · DRESHER, PA 19025 Direct Payment | $10,922 |
TIAA10+ years Filed as: TIAA-CREF Service code 50 · EIN 13-1624203 Direct Payment | $669 |
THE VANGUARD GROUP, INC.10+ years Service code 50 · EIN 23-1945930 Direct Payment | $180 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 50 · EIN 04-2647786 Direct Payment | $155 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
5 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025