Filings through .
2 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.
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.
Fewer than 3 years of filings on record. Charts show once 3 consecutive filings are on file.
$42K in admin expenses, $224 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 29 lines in all, holding $14.0M of the plan's $14.3M. Recordkeeper: Bank of America (Merrill).
| Fund | Dollars | % of funds% |
|---|---|---|
| Putnam Stable Value Fund -50 Franklin Templeton · Insurance contract | $3.2M | 23.3% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $1.8M | 13.2% |
| Clearbridge Large CAP GR IS Franklin Templeton · Other | $1.8M | 12.8% |
| Amercent ONE Choice Retire I Manager not matched · Other | $1.5M | 10.8% |
| Amercent ONE Choice 2045 I Manager not matched · Other | $1.3M | 9.4% |
| Amercent ONE Choice 2035 I Manager not matched · Other | $1.3M | 9.2% |
| Nyli Winslow Large Cap Growth Fund Class R6 TIAA (Nuveen) · Mutual fund | $792K | 5.7% |
| Blackrock Equity Dividend Fund Class K BlackRock · Mutual fund | $403K | 2.9% |
| Neu Genesis R6 Manager not matched · Mutual fund | $339K | 2.4% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $238K | 1.7% |
| 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 |
19 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
19 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 |
|---|---|
Service code 15 · EIN 13-5674085 Recordkeeping | $31,274 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $28,205 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
2 contacts
1 filing