Filings through .
1 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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.
$1.5M in admin expenses, $72 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
27 funds of $250K or more, counting each target-date vintage; shown as 16 lines, holding $3.98B of the plan's $4.03B. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, collective trust, 41% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $1.64B | 41.3% |
| Vanguard Institutional 500 Index Trust Vanguard · Collective trust IndexRecordkeeper's own fund | $821M | 20.6% |
| Vanguard Institutional Extended Market Index Trust Vanguard · Collective trust IndexRecordkeeper's own fund | $334M | 8.4% |
| Vanguard Ftse All-World ex-US Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $325M | 8.2% |
| Vanguard Institutional Total Bond Market Index Trust Vanguard · Collective trust IndexRecordkeeper's own fund | $219M | 5.5% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund | $206M | 5.2% |
| T. Rowe Price Blue Chip Growth Trust T. Rowe Price · Collective trust | $148M | 3.7% |
| Company Stock Fund Manager not matched · Mutual fund | $74.6M | 1.9% |
| Vanguard Equity Income Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $48.8M | 1.2% |
| Vanguard Retirement Savings Trust III Vanguard · Stable value Stable valueRecordkeeper's own fund | $36.9M | 0.9% |
| 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedCompany Stock Fund | $74.6M |
| ReplacedHighClearbridge Small Cap Growth CIT to American Century U.S. Small Cap Growth | $20.8M to $22.6M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
6 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 7 by compensation.
| Provider | Compensation |
|---|---|
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 Recordkeeping | $721,277 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 Advisory (Participants) | $591,000 |
FIDUCIENT ADVISORS LLC5 years Service code 27 · EIN 36-4001764 Advisory (Plan) | $129,152 |
Filed as: CLARK SCHAEFER HACKETT Service code 10 · EIN 31-0800053 Accounting | $31,500 |
BROADRIDGE FINANCIAL SOLUTIONS INC10+ years Filed as: BROADRIDGE Service code 15 · EIN 22-3844417 Recordkeeping | $12,762 |
Service code 16 · EIN 82-4722389 Consulting | $12,393 |
RUBINBROWN LLP7 years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 Accounting | $9,300 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
Filed April 19, 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.
5 contacts
Phone and email for the actuary and top hat administrator are on Pro.
11 filings · 2015 to 2025