Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
2% 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.
$28K in admin expenses, $213 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 27 lines in all, holding $9.8M of the plan's $10.0M. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $1.6M | 15.9% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $1.4M | 14.2% |
| Invesco Diversified Dividend Fund Invesco · Mutual fund | $1.1M | 11.7% |
| Loomis Sayles Investment Grade Bond A Fund Natixis IM · Mutual fund | $861K | 8.8% |
| Transamerica Stable Value Focus Option Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $645K | 6.6% |
| Transamerica RetireOnTrack (R) 2035 Fund Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $544K | 5.6% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $437K | 4.5% |
| Vanguard Inflation-Protected Securities Fund Vanguard · Mutual fund | $427K | 4.4% |
| Janus Henderson Triton Fund Janus Henderson · Mutual fund | $378K | 3.9% |
| New Perspective Fund Capital Group · Mutual fund | $341K | 3.5% |
| 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 |
17 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighMFS Growth Fund to Vanguard Growth Index Fund | $1.2M to $1.4M |
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.
17 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 4 by compensation.
| Provider | Compensation |
|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 Insurance Broker | $26,703 |
Service code 15 · EIN 13-3689044 Recordkeeping | $25,059 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 Advisory (Plan) | $1,788 |
ANEW 401K TPA LLC8 years Service code 15 · EIN 81-1963646 PO BOX 43991 · LOUISVILLE, KY 40253 Recordkeeping | $1,425 |
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
11 filings · 2015 to 2025