Filings through .
4 of 17 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
$18K in admin expenses, $50 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
4 funds of $250K or more; 25 lines in all, holding $2.7M of the plan's $2.9M. Recordkeeper: Sentinel Benefits Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $489K | 18.0% |
| American Century One Choice 2050 American Century · Other | $338K | 12.4% |
| American Century One Choice 2030 American Century · Other | $306K | 11.3% |
| American Century One Choice 2045 American Century · Other | $256K | 9.4% |
| American Century One Choice 2035 American Century · Other | $216K | 8.0% |
| American Century One Choice 2040 American Century · Other | $210K | 7.7% |
| American Century One Choice 2055 American Century · Other | $207K | 7.6% |
| Reliance Trust Metlife Stale Value Fund Series 25053 Manager not matched · Collective trust | $150K | 5.5% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $113K | 4.2% |
| American Century One Choice 2065 American Century · Other | $81K | 3.0% |
| 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 |
15 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.
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.
15 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 |
|---|---|
SENTINEL BENEFITS GROUP, LLC2 years Service code 15 · EIN 20-5916766 Recordkeeping | $10,204 |
MARSH & MCLENNAN AGENCY LLC2 years Filed as: MARSH & MCLENNAN AGENCY Service code 27 · EIN 22-3570392 Advisory (Plan) | $7,496 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
3 contacts
4 filings · 2022 to 2025