Filings through .
2 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
$84K in admin expenses, $75 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; 23 lines in all, holding $22.8M of the plan's $23.2M. Recordkeeper: Ascensus.
Target-date series: SSgA Target Retirement, collective trust, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Collective trust Target-date, 9 vintages | $12.8M | 56.4% |
| State Street S&P 500 Index Sec Lend II State Street (SSgA) · Collective trust Index | $2.5M | 10.9% |
| State Street Retire Right Retirement I State Street (SSgA) · Collective trust | $1.9M | 8.2% |
| State Street S&P Midcap Index Sec Lend XIV State Street (SSgA) · Collective trust Index | $717K | 3.1% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $710K | 3.1% |
| State Street Russ Sm Cap Ind Secs Lnd II State Street (SSgA) · Collective trust | $640K | 2.8% |
| State Street Intl Ind Secs Lending IX State Street (SSgA) · Collective trust | $419K | 1.8% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $392K | 1.7% |
| Hartford Schroders International Multi-Cap Value Fund Hartford Funds · Mutual fund | $371K | 1.6% |
| State Street US Gov/Crt Bd Ind NonLnd C State Street (SSgA) · Collective trust | $332K | 1.5% |
| 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 |
13 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 10 funds, dropped 1 fund, likely replaced 1 fund. Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustState Street to SSgA Target Retirement 2030 Trust | $16.8M to $12.8M |
| AddedState Street S&P 500 Index Sec Lend II | $2.5M |
| ReplacedHighMFS to State Street Retire Right Retirement I | $976K to $1.9M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
13 more lines and 10 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 4 by compensation.
| Provider | Compensation |
|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 Recordkeeping | $61,115 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 PO BOX 71396 · CHICAGO, IL 60694 Advisory (Plan) | $12,000 |
Filed as: FREEDMAN & GOLDBERG CPAS Service code 10 31150 NORTHWESTERN HWY · FARMINGTON HILLS, MI 48334 Accounting | $9,100 |
MORNINGSTAR1 year Service code 50 Direct Payment | $1,401 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025