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.)
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 4 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
3 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$1.4M in admin expenses, $13245 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds hold $10.1M of the plan's $10.2M. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $4.5M | 45.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.3M | 32.8% |
| Blue Chip Fund R-6 Principal · Mutual fund | $525K | 5.2% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $352K | 3.5% |
| Small Cap R6 Manager not matched · Mutual fund | $267K | 2.6% |
| American Beacon Large Cap Value Fund R6 Class American Beacon (Resolute) · Mutual fund | $261K | 2.6% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund Index | $256K | 2.5% |
| Invesco Small CAP Value Fund Class R6 Invesco · Mutual fund | $181K | 1.8% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $119K | 1.2% |
| John Hancock Disciplined Value Mid Cap Fund Class R6 John Hancock (Manulife) · Mutual fund | $112K | 1.1% |
| 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 |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
5 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.
This plan did not file a Schedule C with its most recent Form 5500, so no paid service providers are listed.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
1 contact
4 filings · 2022 to 2025