Filings through .
3 of 19 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Possible retail share class: $21.5M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$59K in admin expenses, $261 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
40 funds of $250K or more; 75 lines in all, holding $34.3M of the plan's $34.6M. Recordkeeper: Nationwide.
Target-date series: American Funds Target Date, mutual fund, 10% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Growth Advantage Fund Class R5 JPMorgan · Mutual fund Possible retail class A | $5.0M | 14.5% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $3.5M | 10.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.5M | 7.4% |
| Putnam Large Cap Value Fund Class Y Shares Franklin Templeton · Mutual fund | $1.4M | 4.1% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund Possible retail class A | $1.2M | 3.6% |
| Parnassus Core Equity Fund Institutional Shares Affiliated Managers Group · Mutual fund | $1.2M | 3.5% |
| Invesco Global Fund Class Y Invesco · Mutual fund Possible retail class A | $1.2M | 3.4% |
| Carillon Eagle Mid Cap Growth Fund Class I Raymond James · Mutual fund Possible retail class A | $969K | 2.8% |
| Allspring Special Mid Cap Value Fund Institutional Class Allspring · Mutual fund Possible retail class A | $939K | 2.7% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $859K | 2.5% |
| 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 |
65 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
65 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 |
|---|---|
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 27 50082 AMERIPRISE FINANCIAL CIR · MINNEAPOLIS, MN 55474 Advisory (Plan) | $79,633 |
NATIONWIDE9 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 Recordkeeping | $60,497 |
NWA4 years Service code 37 PO BOX 907 · WAUSAU, WI 54402-0907 Loan Processing | $8,193 |
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.
2 contacts
10 filings · 2016 to 2025