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.
$193K in admin expenses, $144 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
28 funds of $250K or more, counting each target-date vintage; shown as 19 lines, holding $108M of the plan's $111M. Recordkeeper: Associated Trust.
Target-date series: Vanguard Target Retirement, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund | $29.7M | 27.5% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $26.7M | 24.7% |
| Harbor Capital Appreciation Fund Harbor Capital · Mutual fund | $10.2M | 9.4% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $8.3M | 7.7% |
| Goldman Sachs Mid Cap Growth Fund Goldman Sachs · Mutual fund | $7.4M | 6.9% |
| T. Rowe Price T. Rowe Price · Mutual fund | $4.2M | 3.9% |
| American Beacon Large Cap Value Fund American Beacon (Resolute) · Mutual fund | $3.8M | 3.5% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $3.2M | 3.0% |
| American Beacon Small Cap Value Fund American Beacon (Resolute) · Mutual fund | $2.6M | 2.4% |
| Capital Group EuroPacific Fund Capital Group · Mutual fund | $2.0M | 1.9% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedVanguard LifeStrategy 60/40 Fund Investor Shares | $29.7M |
| DroppedVanguard Life Strategy Moderate Growth Fund | $26.4M |
| AddedVanguard LifeStrategy 80/20 Fund Investor Shares | $3.2M |
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.
9 more lines and 1 more change 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 1 by compensation.
| Provider | Compensation |
|---|---|
ASSOCIATED TRUST COMPANY, N.A.11+ years Service code 15 · EIN 30-0219031 Recordkeeping | $193,085 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025