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: $1.4M
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.
$30K in admin expenses, $177 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 13 lines in all, holding $10.4M of the plan's $10.7M. Recordkeeper: Capital Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| Dodge & Cox Stock Fund Class I Dodge & Cox · Mutual fund | $1.6M | 15.0% |
| Nyli Winslow Large Cap Growth Fund Class A TIAA (Nuveen) · Mutual fund Possible retail class A | $1.4M | 13.9% |
| Baird Aggregate Bond Fund Institutional Baird · Mutual fund | $1.4M | 13.6% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $1.3M | 12.2% |
| Europacific Growth F3 Capital Group · Mutual fund Recordkeeper's own fund | $1.1M | 10.5% |
| Putnam International Value Fund Class R6 Franklin Templeton · Mutual fund | $999K | 9.6% |
| JPMorgan Mid Cap Value Fund Class R5 JPMorgan · Mutual fund | $799K | 7.7% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $720K | 7.0% |
| Fidelity Small Cap Growth Fund Fidelity Advisor Small Cap Growth Fund: Class Z Fidelity (FMR) · Mutual fund | $303K | 2.9% |
| Victory Integrity Small-Cap Value Fund Class Y Victory Capital · Mutual fund | $275K | 2.7% |
| 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 |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedPutnam International Value Fund Class R6 | $999K |
| DroppedTransamerica Internat Equity R6 | $820K |
| DroppedEaton Vance Atlanta Capital Smid-Cap Fund Class I | $763K |
Stable value and insurance contract lines, renames and class changes are not counted.
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 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 |
|---|---|
AMERICAN FUNDS3 years Filed as: ADVANCED CAPITAL GROUP Service code 19 · EIN 41-1921960 Securities Custodian | $29,901 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
Filed December 6, 2023 (most recent of 2 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
7 contacts
Phone and email for the actuary and top hat administrator are on Pro.
11 filings · 2015 to 2025