Filings through .
3 of 19 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Possible retail share class: $27K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$46K in admin expenses, $58 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
21 funds of $250K or more; 22 lines in all, holding $21.3M of the plan's $21.7M. Recordkeeper: not identified.
Target-date series: Vanguard Target Retirement, other, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Separate account Target-date, 12 vintages | $9.6M | 45.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Separate account | $2.0M | 9.6% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Separate account | $1.2M | 5.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $1.0M | 4.9% |
| Fidelity International Index Fund Fidelity (FMR) · Separate account Index | $863K | 4.0% |
| Voya Intermediate Bond Fund Class R6 Voya · Separate account | $831K | 3.9% |
| NEW World Fund INC Class R-6 Capital Group · Separate account | $778K | 3.6% |
| Columbia Contrarian Core Fd I3 Ameriprise (Columbia Threadneedle) · Separate account | $696K | 3.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Separate account Index | $674K | 3.2% |
| American Funds American Balanced Fund Capital Group · Separate account | $613K | 2.9% |
| 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 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVoya American Cent Mid C | $291K |
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 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 3 by compensation.
| Provider | Compensation |
|---|---|
VOYA FINANCIAL ADVISORS INC7 years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 26 · EIN 71-0294708 Advisory (Participants) | $10,633 |
VOYA FINANCIAL ADVISORS INC5 years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 49 · EIN 31-1560462 Other Services | $8,949 |
MORNINGSTAR5 years Service code 27 Advisory (Plan) | $2,620 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025