Filings through .
2 of 18 flags tripped on the 2025 filing.
Possible retail share class: $624K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
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.
$28K in admin expenses, $184 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
2 funds of $250K or more; 3 lines in all, holding $3.1M of the plan's $67.9M. Recordkeeper: Wells Fargo.
| Fund | Dollars | % of funds% |
|---|---|---|
| Wells Fargo Stable Return Fund N Common collective fund Allspring · Collective trust | $2.5M | 79.7% |
| Allspring Large Company Value Fund Class A Allspring · Mutual fund Possible retail class A | $407K | 13.3% |
| Participant-Directed Allspring Moderate Balanced Fund Mutual fund Allspring · Mutual fund Possible retail class A | $216K | 7.0% |
No lineup changes between the 2024 and 2025 filings.
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.
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 |
|---|---|
WELLS FARGO BANK, N.A.11+ years Filed as: WELLS FARGO Service code 15 · EIN 41-6257133 Recordkeeping | $28,303 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
Filed May 10, 2006.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
4 contacts
11 filings · 2015 to 2025