Filings through .
1 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$28K in admin expenses, $210 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
5 funds of $250K or more; 20 lines in all, holding $5.0M of the plan's $5.3M. Recordkeeper: Milliman.
| Fund | Dollars | % of funds% |
|---|---|---|
| Growth Freedom Growth (MAP) Freedom 401k Class Manager not matched · Mutual fund | $1.4M | 27.8% |
| Wilmington Aggressive MAP Freedom 401k Class Fund Manager not matched · Collective trust | $1.1M | 21.4% |
| Moderate MAP Freedom 401k Class Fund Manager not matched · Mutual fund | $976K | 19.4% |
| Conservative MAP Freedom 401k Class Fund Manager not matched · Mutual fund | $568K | 11.3% |
| S&P 500 Index Fund Manager not matched · Mutual fund Index | $270K | 5.4% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $204K | 4.1% |
| Income MAP Freedom 401k Class Fund Manager not matched · Mutual fund | $162K | 3.2% |
| New York Life Anchor CIT New York Life · Collective trust | $55K | 1.1% |
| Extnd Mkt Index DC Manager not matched · Mutual fund Index | $54K | 1.1% |
| Mid Cap Value Fund Manager not matched · Mutual fund | $50K | 1.0% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
10 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 |
|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 Advisory (Participants) | $19,384 |
MILLIMAN, INC.2 years Service code 15 · EIN 91-0675641 Recordkeeping | $8,379 |
CHARLES SCHWAB & CO., INC.4 years Service code 19 Securities Custodian | $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
10 filings · 2016 to 2025