Filings through .
3 of 18 flags tripped on the 2025 filing.
Low participant contribution
Participant 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.
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 6 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
5 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$26K in admin expenses, $124 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; 7 lines in all, holding $2.3M of the plan's $2.3M. Recordkeeper: not identified.
Target-date series: T. Rowe Price Retirement, mutual fund, 93% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $2.1M | 93.2% |
| BlackRock Advantage Small Cap Core Fund Class K BlackRock · Mutual fund | $76K | 3.4% |
| J. Hancock Disciplined Value Mid Cap Fund R6 Mutual Fund Manager not matched · Mutual fund | $38K | 1.7% |
| THE Hartford Total Return Bond Fund Class R6 Hartford Funds · Mutual fund | $29K | 1.3% |
| Allspring Large Cap Growth Fund Class R6 Allspring · Mutual fund | $5K | 0.2% |
| THE Hartford International Opportunities Fund Class R6 Hartford Funds · Mutual fund | $4K | 0.2% |
| T. Rowe Price T. Rowe Price Stable Value E T. Rowe Price · Insurance contract | $1K | <0.1% |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
2 contacts
6 filings · 2020 to 2025