Filings through .
2 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Possible retail share class: $802K
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.
$103K in admin expenses, $516 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 hold $36.3M of the plan's $36.8M. Recordkeeper: Benefit Plans Admin Services.
Target-date series: BlackRock LifePath Index, collective trust, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Collective trust Target-date, 9 vintages | $13.7M | 37.8% |
| Ishares S&P 500 Index FD CL K BlackRock · Collective trust Index | $6.3M | 17.4% |
| BlackRock LifePath Index Retire K BlackRock · Collective trust Index | $4.8M | 13.2% |
| iShares Russell Mid-Cap Index Fund Class K BlackRock · Collective trust Index | $1.5M | 4.2% |
| Columbia High Yield Bond Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $1.2M | 3.2% |
| Alliance Bernstein Large Cap Growth Collective Trust P2 AllianceBernstein · Collective trust | $916K | 2.5% |
| iShares Russell 2000 SC Index K BlackRock · Collective trust Index | $912K | 2.5% |
| DFA Real Estate Securities Portfolio - Institutional Class Dimensional · Mutual fund | $863K | 2.4% |
| American Funds Am Balanced Capital Group · Mutual fund | $846K | 2.3% |
| iShares U.S. Aggregate Bond Index Fund Class K BlackRock · Collective trust Index | $826K | 2.3% |
| 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 |
12 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund. Moved 1 fund from mutual fund to collective trust. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustBlackrock Lifepath Index 2045 Fund Class K Shares to BlackRock LifePath Index 2045 Trust | $10.9M to $13.7M |
| Share class changeiShares S&P 500 Index Fund Class K Shares to Ishares S&P 500 Index FD CL K | $4.7M to $6.3M |
| AddedColumbia High Yield Bond Fund | $1.2M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 6 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.
12 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 |
|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.11+ years Filed as: BENEFIT PLANS ADMIN. SERVICE, INC. Service code 14 · EIN 16-1503696 Plan Administrator | $102,374 |
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 March 31, 2006 (most recent of 2 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
11 filings · 2015 to 2025