Filings through .
1 of 17 flags tripped on the 2024 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 2024 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.
$212K in admin expenses, $432 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
21 funds of $250K or more, counting each target-date vintage; shown as 15 lines, holding $82.3M of the plan's $91.3M. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement Blend, collective trust, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $66.6M | 80.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $8.1M | 9.9% |
| T. Rowe Price Stable Value Common Trust Fund T. Rowe Price · Stable value Stable valueRecordkeeper's own fund | $1.5M | 1.8% |
| Vanguard Inflation Protected Bond Fund Vanguard · Mutual fund | $1.1M | 1.3% |
| Nyli Winslow Large Cap Growth Fund Class R6 TIAA (Nuveen) · Mutual fund | $876K | 1.1% |
| U.S. Treasury Money Fund Manager not matched · Mutual fund | $650K | 0.8% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $638K | 0.8% |
| Victory Sycamore Est Val R6 Fd Victory Capital · Mutual fund | $602K | 0.7% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $566K | 0.7% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $518K | 0.6% |
| 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 |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
5 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 5 by compensation.
| Provider | Compensation |
|---|---|
RETIRERIGHT LLC6 years Service code 16 2201 WESTOWN PARKWAY · WEST DES MOINES, IA 50265 Consulting | $75,000 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 Recordkeeping | $35,496 |
Filed as: STEELE CAPITAL MANAGEMENT INC Service code 26 · EIN 42-1460565 Advisory (Participants) | $17,200 |
OLSEN THIELEN & CO., LTD.7 years Filed as: OLSEN THIELEN & CO., LTD Service code 10 2675 LONG LAKE RD · ROSEVILLE, MN 55113 Accounting | $14,300 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 Securities brokerage commissions and ... | $88 |
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 2024 filing.
3 contacts
10 filings · 2015 to 2024