Filings through .
5 of 19 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Possible retail share class: $1.2M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$123K in admin expenses, $88 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
29 funds of $250K or more; 36 lines in all, holding $74.1M of the plan's $82.3M. Recordkeeper: not identified.
Target-date series: JPMorgan SmartRetirement, other, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract | $11.9M | 16.0% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $11.3M | 15.2% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Insurance contract | $10.9M | 14.6% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund | $4.9M | 6.6% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $4.5M | 6.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.0M | 5.5% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund | $2.6M | 3.5% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $2.5M | 3.3% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $2.5M | 3.3% |
| Principal Real Estate Sec R6 Principal · Mutual fund | $1.9M | 2.5% |
| 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 |
26 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
26 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 1 by compensation.
| Provider | Compensation |
|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 Securities Custodian | $123,229 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
Filed June 10, 2015 (most recent of 3 filings on file).
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
10 filings · 2016 to 2025