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.
$35K in admin expenses, $167 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 hold $20.3M of the plan's $21.7M. Recordkeeper: Randall & Hurley.
| Fund | Dollars | % of funds% |
|---|---|---|
| NEW Perspective Fund Class R-4 Capital Group · Mutual fund | $3.3M | 16.4% |
| Washington Mutual Investors Fund Class R-4 Capital Group · Mutual fund | $3.1M | 15.2% |
| Growth Fund OF America Class R-4 Capital Group · Mutual fund | $3.1M | 15.1% |
| NEW Economy Fund Class R-4 Capital Group · Mutual fund | $2.9M | 14.3% |
| American Funds U.S. Government Money Market Fund Class R-4 Capital Group · Money market | $2.8M | 13.7% |
| American Balanced Fund Class R-4 Capital Group · Mutual fund | $2.7M | 13.5% |
| NEW World Fund INC Class R-4 Capital Group · Mutual fund | $1.1M | 5.6% |
| Bond Fund OF America Class R-4 Capital Group · Mutual fund | $687K | 3.4% |
| Income Fund OF America Class R-4 Capital Group · Mutual fund | $570K | 2.8% |
Added 3 funds, dropped 1 fund. Changed share class on 4 funds.
| Fund | Year-end value |
|---|---|
| Share class changeNEW Perspective Fund Class R-2 to NEW Perspective Fund Class R-4 | $2.7M to $3.3M |
| AddedWashington Mutual Investors Fund Class R-4 | $3.1M |
| Share class changeGrowth Fund OF America Class R-2 to Growth Fund OF America Class R-4 | $2.6M to $3.1M |
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.
5 more changes 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 2 by compensation.
| Provider | Compensation |
|---|---|
RANDALL & HURLEY, INC.8 years Service code 13 · EIN 91-1661080 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 Contract Administrator | $22,770 |
BRADY MARTZ & ASSOCIATES7 years Filed as: BRADY MARTZ & ASSOCIATES, P.C. Service code 10 · EIN 45-0310328 401 DEMAERS AVENUE, SUITE 300 · GRAND FORKS, ND 58201 Accounting | $11,918 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025