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 9 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
8 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$24K in admin expenses, $51 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
18 funds of $250K or more; 22 lines in all, holding $19.5M of the plan's $19.9M. Recordkeeper: Nova 401(k) Associates.
Target-date series: MFS Lifetime, mutual fund, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MFS Lifetime MFS (Sun Life) · Mutual fund Target-date, 9 vintages | $9.1M | 46.8% |
| State Street State St S&P 500 Indx SL Cl II State Street (SSgA) · Collective trust Index | $3.8M | 19.4% |
| Putnam Large Cap Growth Fund Class R6 Franklin Templeton · Mutual fund | $1.3M | 6.7% |
| U.S. Small Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $1.0M | 5.3% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $747K | 3.8% |
| T. Rowe Price Global Stock Fund-I Class T. Rowe Price · Mutual fund | $663K | 3.4% |
| Allspring Core Plus Bond Fund Class R6 Allspring · Mutual fund | $402K | 2.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $385K | 2.0% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $360K | 1.8% |
| EI Fixed Account - Series Class I Manager not matched · Insurance contract | $295K | 1.5% |
| 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 |
12 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. Left out here: 1 rename.
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 2 by compensation.
| Provider | Compensation |
|---|---|
EDWARD JONES1 year Filed as: EDWARD JONES & CO LP Service code 27 12555 MANCHESTER ROAD · ST LOUIS, MO 63131 Advisory (Plan) | $44,755 |
NOVA 401(K) ASSOCIATES4 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 Contract Administrator | $8,952 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
2 contacts
9 filings · 2017 to 2025