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.
$72K in admin expenses, $318 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds of $250K or more; 17 lines in all, holding $7.2M of the plan's $8.1M. Recordkeeper: Newport Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Growth Fund of Amer R6 0 Capital Group · Mutual fund | $1.2M | 16.3% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $929K | 12.9% |
| ClearBridge Large Cap Value Fund Class A Franklin Templeton · Mutual fund | $822K | 11.4% |
| Nomura Emerging Markets A 0 Manager not matched · Other | $548K | 7.6% |
| JPMorgan U.S. Equity Fund Class R3 JPMorgan · Mutual fund | $523K | 7.3% |
| iShares MSCI EAFE Intl Index K 0 BlackRock · ETF Index | $475K | 6.6% |
| MFS International Growth A 0 MFS (Sun Life) · Mutual fund | $470K | 6.5% |
| Putnam Stable Value 20 Franklin Templeton · Insurance contract | $455K | 6.3% |
| iShares Russell Mid-Cap Index K 0 BlackRock · ETF Index | $428K | 6.0% |
| MFS Mid Cap Value Fund A MFS (Sun Life) · Mutual fund | $327K | 4.5% |
| 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 3 funds.
| Fund | Year-end value |
|---|---|
| DroppedMFS Research International Fund A | $600K |
| AddediShares MSCI EAFE Intl Index K 0 | $475K |
| AddedMFS International Growth A 0 | $470K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 2 renames.
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.
7 more lines and 2 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 |
|---|---|
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 Recordkeeping | $33,562 |
Filed as: ROCKEFELLER FINANCIAL Service code 27 100 FRONT ST · CONSHOHOCKEN, PA 19428 Advisory (Plan) | $18,729 |
Service code 10 4660 N. BRETON CT SE · KENTWOOD, MI 49508 Accounting | $10,700 |
Filed as: ENVESTNET RET. SOLUTIONS Service code 27 PO BOX 51517 · LOS ANGELES, CA 90051 Advisory (Plan) | $2,762 |
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.
2 contacts
11 filings · 2015 to 2025