Filings through .
1 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.
$124K in admin expenses, $214 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
21 funds of $250K or more, counting each target-date vintage; shown as 15 lines, holding $58.3M of the plan's $58.3M. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $28.5M | 49.0% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.0M | 8.6% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $3.8M | 6.6% |
| Harbor Capital Appreciation CIT Class 4 Harbor Capital · Collective trust | $3.7M | 6.4% |
| Fidelity Overseas Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.2M | 5.5% |
| Nomura Emerging Markets R6 Manager not matched · Mutual fund | $3.2M | 5.5% |
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund | $2.6M | 4.5% |
| rate of Morley Stable Value Fund Principal · Stable value Stable value | $1.9M | 3.2% |
| Abf SM Cap Value R6 Manager not matched · Mutual fund | $1.7M | 2.9% |
| Geneva Small Capital Group C Capital Group · Collective trust | $1.6M | 2.8% |
| 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 |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedNomura Emerging Markets R6 | $3.2M |
| DroppedMGL Emerging Markets R6 | $2.0M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 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.
5 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 |
|---|---|
FRANCIS LLC1 year Filed as: FRANCIS Service code 27 · EIN 90-0142264 Advisory (Plan) | $78,623 |
Service code 60 · EIN 04-2647786 Sub-TA Fees | $25,114 |
WIPFLI LLP11+ years Service code 10 · EIN 39-0758449 Accounting | $20,405 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
Filed January 26, 2009 (most recent of 3 filings on file).
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
2 contacts
11 filings · 2015 to 2025