Filings through .
2 of 18 flags tripped on the 2025 filing.
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.
$38K in admin expenses, $91 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds of $250K or more; 25 lines in all, holding $10.6M of the plan's $12.1M. Recordkeeper: Newport Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.0M | 18.9% |
| State Street Target Retirement 2030K State Street (SSgA) · Mutual fund | $1.1M | 10.3% |
| Harbor Capital Appreciation Harbor Capital · Other | $888K | 8.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $823K | 7.7% |
| State Street Target Retirement 2055K State Street (SSgA) · Mutual fund | $639K | 6.0% |
| State Street Target Retirement 2040K State Street (SSgA) · Mutual fund | $582K | 5.5% |
| State Street Target Retirement 2060K State Street (SSgA) · Mutual fund | $561K | 5.3% |
| State Street Target Retirement 2035K State Street (SSgA) · Mutual fund | $544K | 5.1% |
| State Street Target Retirement 2050K State Street (SSgA) · Mutual fund | $424K | 4.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $424K | 4.0% |
| 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 |
15 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
15 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 2 by compensation.
| Provider | Compensation |
|---|---|
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 Recordkeeping | $19,528 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 Advisory (Plan) | $18,910 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
Filed December 30, 2019.
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the top hat administrator are on Pro.
10 filings · 2016 to 2025