Filings through .
2 of 18 flags tripped on the 2025 filing.
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 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.
$72K in admin expenses, $153 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
12 funds of $250K or more; 20 lines in all, holding $17.6M of the plan's $17.9M. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 82% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $14.4M | 81.9% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $968K | 5.5% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $468K | 2.7% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $413K | 2.4% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $186K | 1.1% |
| Invesco Discovery Mid Cap Growth Fund Class R6 Invesco · Mutual fund | $157K | 0.9% |
| American Eupac Fund R6 Manager not matched · Mutual fund | $145K | 0.8% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $135K | 0.8% |
| Eaton Vance Focused Growth Opportunities Fund Class I Morgan Stanley · Mutual fund | $121K | 0.7% |
| American Funds Fundamental Inv R6 Capital Group · Mutual fund | $112K | 0.6% |
| 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 |
10 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.
10 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 |
|---|---|
THE VANGUARD GROUP, INC.10+ years Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 Recordkeeping Fees | $46,797 |
LPL FINANCIAL10+ years Service code 27 75 STATE STREET · BOSTON, MA 02109 Advisory (Plan) | $32,577 |
ASCENSUS LLC2 years Filed as: FUTURE PLAN BY ASCENSUS Service code 15 415 8TH AVE NE · BRAINERD, MN 56401 Recordkeeping | $21,875 |
ASCENSUS LLC6 years Service code 64 · EIN 11-3665754 Recordkeeping Fees | $0 |
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.
4 contacts
11 filings · 2015 to 2025