Filings through .
3 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Possible retail share class: $182K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$67K in admin expenses, $389 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more; 16 lines in all, holding $15.0M of the plan's $15.1M. Recordkeeper: Sentinel Benefits Group.
Target-date series: T. Rowe Price Retirement Blend, collective trust, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 11 vintages | $10.8M | 72.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 7.3% |
| Nuveen Winslow Large-Cap Growth ESG Fund Class I TIAA (Nuveen) · Mutual fund | $650K | 4.3% |
| Blackrock Equity Dividend Fund Institutional BlackRock · Mutual fund | $620K | 4.1% |
| Vanguard International Growth Fund Vanguard · Mutual fund | $519K | 3.5% |
| T. Rowe Price Integrate U.S. Small Growth Equity T. Rowe Price · Mutual fund | $298K | 2.0% |
| T. Rowe Price Institutional Mid-Cap Equity Growth Fund T. Rowe Price · Mutual fund | $250K | 1.7% |
| MFS International Intrinsic Equity Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $148K | 1.0% |
| Vanguard Short-Term Bond Index Fund Vanguard · Mutual fund Index | $120K | 0.8% |
| American Beacon Small Cap Value II American Beacon (Resolute) · Other | $119K | 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.
No lineup changes between the 2024 and 2025 filings.
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 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: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 Advisory (Plan) | $39,253 |
Service code 15 · EIN 04-3015875 Recordkeeping | $20,900 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 15 · EIN 82-3967259 Recordkeeping | $7,113 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
Filed August 27, 2007.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
2 contacts
11 filings · 2015 to 2025