Filings through .
1 of 18 flags tripped on the 2025 filing.
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.
$18K in admin expenses, $74 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, counting each target-date vintage; shown as 13 lines, holding $22.8M of the plan's $23.5M. Recordkeeper: NFP Retirement.
Target-date series: Vanguard Target Retirement, other, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Separate account Target-date, 12 vintages | $16.0M | 70.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Separate account Index | $1.7M | 7.5% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Separate account | $1.6M | 7.0% |
| iShares U.S. Aggregate Bond Index Fund BlackRock · Separate account Index | $968K | 4.2% |
| Balanced Fund R6 Mutual funds held in pooled se Capital Group · Separate account | $675K | 3.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Separate account Index | $597K | 2.6% |
| Mefs International Diversification Fund R6 Mutual funds held in pooled separate accounts Manager not matched · Separate account | $504K | 2.2% |
| JPMorgan Small Cap Core Equity Fund R6 JPMorgan · Separate account | $287K | 1.3% |
| NEW World Fund INC Class R-6 Capital Group · Separate account | $138K | 0.6% |
| Voya Intermediate Bond Fund RS Voya · Separate account | $103K | 0.5% |
| 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 |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedBalanced Fund R6 Mutual funds held in pooled se | $675K |
| AddedMefs International Diversification Fund R6 Mutual funds held in pooled separate accounts | $504K |
| DroppedMFS International Diversification Fund R6 | $353K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
3 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 2 by compensation.
| Provider | Compensation |
|---|---|
STEPHENSON NATIONAL BANK & TRUST11+ years Service code 99 · EIN 39-0638020 1820 HALL AVENUE · MARINETTE, WI 54143 Other Fees | $52,888 |
NFP RETIREMENT INC4 years Filed as: MAP RETIREMENT USA LLC Service code 13 805 BROADWAY ST, SUITE 600 · VANCOUVER, WA 98660 Contract Administrator | $13,491 |
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 December 17, 2021 (most recent of 2 filings on file).
Total covered: 5 employees
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
4 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025