Filings through .
1 of 18 flags tripped on the 2025 filing.
Possible retail share class: $32.1M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$47K in admin expenses, $61 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
22 funds of $250K or more, counting each target-date vintage; shown as 19 lines, holding $54.3M of the plan's $56.4M. Recordkeeper: Charles Schwab.
Target-date series: American Funds Target Date, mutual fund, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $16.8M | 30.8% |
| Vanguard 500 Index Fund F Vanguard · Collective trust Index | $9.7M | 17.8% |
| Prudential Stable Value Fund Prudential (PGIM) · Stable value Stable value | $6.9M | 12.6% |
| Fidelity Advisor Growth Opportunity Fund CL A Fidelity (FMR) · Mutual fund Possible retail class A | $6.2M | 11.5% |
| Eupac Fund Class A Capital Group · Mutual fund Possible retail class A | $3.1M | 5.6% |
| American Balanced Fund Class A Capital Group · Mutual fund Possible retail class A | $2.7M | 5.0% |
| American High Income Trust Fund CL A Capital Group · Collective trust | $1.8M | 3.2% |
| Victory Sycamore Established Value Fund Victory Capital · Mutual fund | $1.4M | 2.5% |
| John Hancock Bond Fund Class R2 John Hancock (Manulife) · Mutual fund Possible retail class R2 | $1.3M | 2.4% |
| Victory Sycamore Small Company Opp A Victory Capital · Mutual fund Possible retail class A | $1.3M | 2.4% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, likely replaced 1 fund. Moved to another target-date series. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Target-date switchJPMorgan SmartRetirement 2040 Fund Class A to American Funds 2040 Target Date Retirement Fund Class R-3 | $12.9M to $16.8M |
| AddedVanguard 500 Index Fund F | $9.7M |
| AddedFidelity Advisor Growth Opportunity Fund CL A | $6.2M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
9 more lines and 2 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 1 by compensation.
| Provider | Compensation |
|---|---|
USI INSURANCE SERVICES LLC11+ years Filed as: USI CONSULTING GROUP Service code 12 · EIN 06-1053228 Recordkeeping and information managem... | $46,712 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
4 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025