Filings through .
2 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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 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.
$31K in admin expenses, $139 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 22 lines in all, holding $7.1M of the plan's $7.2M. Recordkeeper: Nationwide.
Target-date series: American Funds Target Date, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $5.5M | 77.4% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $566K | 7.9% |
| Fidelity Mid Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $184K | 2.6% |
| Fidelity Small Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $140K | 2.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $127K | 1.8% |
| Principal Large Cap S&P 500 Index R5 Principal · Mutual fund Index | $113K | 1.6% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $106K | 1.5% |
| Schwab Fundamental International Equity Index Fund Charles Schwab · Mutual fund Index | $69K | 1.0% |
| Fidelity Advanced Tech Z Fund Fidelity (FMR) · Mutual fund | $69K | 1.0% |
| MidCap S&P 400 Index Fund R-6 Principal · Mutual fund Index | $48K | 0.7% |
| 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.
Dropped 2 funds, likely replaced 1 fund. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchVanguard Target Retirement 2040 Fund Investor Shares to American Funds 2035 Target Date Retirement Fund Class R-6 | $4.2M to $5.5M |
| ReplacedHighGrowth Fund OF America Class R-6 to Fidelity Large Cap Growth Index Fund | $439K to $566K |
| DroppedVanguard Info Tech Index Admiral | $497K |
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.
12 more lines and 1 more change 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 8 by compensation.
| Provider | Compensation |
|---|---|
DEFINITI LLC4 years Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833363 535 KEISLER DR, STE 102 · CARY, NC 27518 Contract Administrator | $23,274 |
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $23,034 |
Filed as: AMERIPRISE Service code 28 Investment Management | $8,668 |
Filed as: AMERIPRISE FINANCIAL SERVICES, LLC Service code 17 · EIN 38-2722519 Pension Consulting | $7,574 |
NATIONWIDE11+ years Service code 15 · EIN 46-0450523 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 Recordkeeping | $5,779 |
AMERIPRISE FINANCIAL SERVICES INC10+ years Filed as: AMERIPRISE FINANCIAL SERVICES Service code 28 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 Investment Management | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS, LLC Service code 27 · EIN 95-2755361 Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025