Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
3% 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.
$39K in admin expenses, $232 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
18 funds of $250K or more; 56 lines in all, holding $16.8M of the plan's $18.1M. Recordkeeper: Ascensus.
Target-date series: SSgA Target Retirement, mutual fund, 11% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Callan Callan GlidePath 2060 MO Manager not matched · Other | $2.2M | 12.9% |
| SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 9 vintages | $1.8M | 10.9% |
| State Street S&P 500 Index Sec Lend II State Street (SSgA) · Mutual fund Index | $808K | 4.8% |
| Directions 3 Directions 3 - Moderate I Manager not matched · Other | $698K | 4.2% |
| Franklin Growth Fund Class R6 Franklin Templeton · Mutual fund | $681K | 4.1% |
| Callan Callan GlidePath 2030 MO Manager not matched · Other | $650K | 3.9% |
| Retirement Right Stable Value I 0 Manager not matched · Insurance contract | $629K | 3.8% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price Growth Stock Fund-I Class T. Rowe Price · Mutual fund | $604K | 3.6% |
| State Street Russell L/C Growth Index II 0 State Street (SSgA) · Mutual fund Index | $556K | 3.3% |
| Harbor Capital Appreciation Ret 0 Harbor Capital · Other | $536K | 3.2% |
| 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 |
46 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 3 funds, dropped 2 funds. Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| Share class changeSSgA Target Retirement 2045 Fund to SSgA Target Retirement 2045 Fund | $1.6M to $1.8M |
| DroppedVanguard T. Row e Price Spectrum Cons Alloc I | $894K |
| AddedT. Rowe Price Growth Stock Fund, Inc. T. Rowe Price Growth Stock Fund-I Class | $604K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
46 more lines and 4 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 3 by compensation.
| Provider | Compensation |
|---|---|
ASCENSUS LLC2 years Service code 10 · EIN 11-3665754 Accounting | $35,098 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 Advisory (Plan) | $3,302 |
MORNINGSTAR1 year Service code 50 Direct Payment | $822 |
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