Filings through .
1 of 17 flags tripped on the 2025 filing.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
$21K in admin expenses, $108 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
5 funds of $250K or more; 18 lines in all, holding $4.1M of the plan's $38.6M. Recordkeeper: Newport Group.
Target-date series: Vanguard Target Retirement, mutual fund, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $1.3M | 31.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $539K | 13.3% |
| Money Market Fund Federated Securities Federated Hermes · Money market | $380K | 9.4% |
| Vanguard Funds Wellington · Mutual fund | $272K | 6.7% |
| Eupac Fund Class R-5 Capital Group · Mutual fund | $216K | 5.3% |
| Vanguard Cash Reserves Federal Money Market Fund Investor Shares Vanguard · Money market | $207K | 5.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $205K | 5.1% |
| Vanguard Short-Term Investment-Grade Fund Investor Shares Vanguard · Mutual fund | $186K | 4.6% |
| JPMorgan Small Cap Growth Fund Class R6 JPMorgan · Mutual fund | $150K | 3.7% |
| Delaware Ivy Mid Cap Growth I Macquarie / Nomura · Other | $145K | 3.6% |
| 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 |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
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.
8 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 2 by compensation.
| Provider | Compensation |
|---|---|
ARGENT TRUST COMPANY10+ years Service code 18 · EIN 58-1428634 1100 ABERNATHY ROAD · ATLANTA, GA 30328 Trustee (bank, trust company, or simi... | $9,483 |
NEWPORT GROUP, INC.9 years Filed as: NEWPORT GROUP Service code 13 · EIN 27-2037969 200 DRYDEN ROAD · DRESHER, PA 19025 Contract Administrator | $8,440 |
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 2025 filing.
Filed April 30, 1999.
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.
2 contacts
11 filings · 2015 to 2025