Filings through .
2 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$64K in admin expenses, $310 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 18 lines in all, holding $8.0M of the plan's $9.3M. Recordkeeper: Sentinel Benefits Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price · Mutual fund | $2.7M | 33.3% |
| Vanguard Equity Income Fund Investor Shares Vanguard · Mutual fund | $1.5M | 18.4% |
| Janus Henderson Balanced Fund Janus Henderson · Mutual fund | $894K | 11.2% |
| BNY Mellon Smallcap Stock Index Fund BNY · Mutual fund Index | $548K | 6.8% |
| Schwab S&P 500 Index Select Charles Schwab · Mutual fund Index | $477K | 6.0% |
| BNY Mellon Bond Market Index Fund BNY · Mutual fund | $443K | 5.5% |
| Carillon ClariVest International Stock Fund Raymond James · Mutual fund | $396K | 5.0% |
| Fidelity Diversified International Fund Fidelity (FMR) · Mutual fund | $353K | 4.4% |
| ___ |Employer Contribution Receivable Manager not matched · Other | $203K | 2.5% |
| Vanguard Small-Cap Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $130K | 1.6% |
| 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 |
8 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.
8 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 |
|---|---|
DILLON AND ASSOCIATES11+ years Service code 16 · EIN 38-2772510 Consulting | $31,004 |
Service code 15 · EIN 04-3015875 Recordkeeping | $28,766 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 Investment management fees paid indir... | $4,708 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
Filed November 13, 2002.
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