Filings through .
2 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
$254K in admin expenses, $179 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
30 funds of $250K or more, counting each target-date vintage; shown as 25 lines, holding $59.1M of the plan's $61.9M. Recordkeeper: ADP.
Target-date series: Nuveen Lifecycle Index, mutual fund, 6% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares S&P 500 Index Fund BlackRock · ETF Index | $14.8M | 25.0% |
| Franklin Dynatech Fund Franklin Templeton · Mutual fund | $7.5M | 12.7% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $5.5M | 9.3% |
| Vanguard International Growth Fund Vanguard · Mutual fund | $3.5M | 5.9% |
| Nuveen Lifecycle Index Manager not matched · Mutual fund Target-date, 13 vintages | $3.4M | 5.7% |
| Western Asset Core Bond Fund Franklin Templeton · Mutual fund | $2.9M | 5.0% |
| Macquarie Small Cap Value Fund MFS (Sun Life) · Mutual fund | $2.4M | 4.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.3M | 3.8% |
| Janus Henderson Global Technology and Innovation Fund Janus Henderson · Mutual fund | $2.2M | 3.8% |
| New World Fund Inc Capital Group · Mutual fund | $2.2M | 3.6% |
| 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 |
15 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedMacquarie Small Cap Value Fund | $2.4M |
| DroppedMFS Global Equity Fund | $2.1M |
| AddedPgim High Yield Fund | $1.1M |
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.
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 3 by compensation.
| Provider | Compensation |
|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $150,364 |
MORGAN STANLEY SMITH BARNEY3 years Service code 15 · EIN 20-8764829 Recordkeeping | $103,532 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 Shareholder Servicing | $0 |
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.
2 contacts
11 filings · 2015 to 2025