Filings through .
3 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 3 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
2 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$27K in admin expenses, $195 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
23 funds hold $24.0M of the plan's $27.0M. Recordkeeper: not identified.
Target-date series: T. Rowe Price Retirement, other, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Separate account Target-date, 13 vintages | $6.5M | 27.0% |
| Voya Large Cap Growth Portfolio Voya · Separate account | $2.8M | 11.7% |
| Nyli Winslow Large Cap Growth Fund TIAA (Nuveen) · Separate account | $2.6M | 10.7% |
| T. Rowe Price Capital Appreciation Fund T. Rowe Price · Separate account | $1.5M | 6.4% |
| Voya International Index Portfolio Voya · Separate account Index | $1.4M | 6.0% |
| Invesco Diversified Dividend Fund Invesco · Separate account | $1.2M | 5.1% |
| Victory Sycamore Established Value Fund Victory Capital · Separate account | $1.2M | 5.1% |
| Fully benefit-responsive investment contract - Voya Fixed Account Voya · Insurance contract | $1.1M | 4.4% |
| Voya Intermediate Bond Fund Voya · Separate account | $1.1M | 4.4% |
| Washington Mutual Investors Fund Capital Group · Separate account | $1.0M | 4.2% |
| 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 |
13 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Changed vehicle on 1 fund.
| Fund | Year-end value |
|---|---|
| Other vehicle moveVoya MidCap Opportunities Fund to Voya Mid Cap Opportunities Portfolio - pooled separate account §mutual fund to separate account | $638K to $19K |
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.
13 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 6 by compensation.
| Provider | Compensation |
|---|---|
WAGNER PENSION SERVICES, LLC3+ years Service code 49 · EIN 13-4123391 Other Services | $41,393 |
NAWROCKI SMITH LLP1 year Filed as: NAWROCKI SMITH Service code 99 · EIN 74-3216978 Other Fees | $41,176 |
MORNINGSTAR3+ years Service code 27 · EIN 36-3297908 Advisory (Plan) | $12,747 |
VOYA FINANCIAL ADVISORS INC3+ years Filed as: VOYA RETIRMENT INSURANCE AND ANNUIT Service code 27 Advisory (Plan) | $12,747 |
Filed as: WAGNER PENSION SERVICES, LLC 401(K) Service code 99 · EIN 13-4123391 Other Fees | $10,150 |
VOYA FINANCIAL ADVISORS INC3+ years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0297408 Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
2 contacts
3 filings · 2023 to 2025