Filings through .
No flags tripped on the 2025 filing.
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.
$51K in admin expenses, $205 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
21 funds of $250K or more; 30 lines in all, holding $18.3M of the plan's $18.5M. Recordkeeper: Pointoak Retirement Advisors.
Target-date series: American Funds Target Date, mutual fund, 6% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $3.2M | 17.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.3M | 12.8% |
| Metlife Rel ST Val 25053 - 0 MetLife · Collective trust | $1.5M | 8.2% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 3 vintages | $1.2M | 6.4% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund | $1.1M | 6.1% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $959K | 5.3% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $917K | 5.0% |
| Vanguard Growth and Income Fund Admiral Shares Vanguard · Mutual fund | $889K | 4.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $586K | 3.2% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $585K | 3.2% |
| 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 |
20 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVanguard Lifestrategy Mod Grow | $548K |
| AddedVanguard Lifestrategy 60/40 | $439K |
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.
20 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 |
|---|---|
POINTOAK RETIREMENT ADVISORS4 years Filed as: POINTOAK RETIREMENT ADVISORS, LLC Service code 15 · EIN 82-3941866 Recordkeeping | $41,823 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $3,720 |
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.
3 contacts
11 filings · 2015 to 2025