Filings through .
2 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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.
$5K in admin expenses, $37 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
14 funds of $250K or more; 31 lines in all, holding $11.6M of the plan's $11.6M. Recordkeeper: Capital Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| Rcitx Manager not matched · Other | $2.0M | 17.1% |
| Rcetx Manager not matched · Other | $1.7M | 14.6% |
| Rcdtx Manager not matched · Other | $967K | 8.4% |
| Rwmcx Manager not matched · Other | $852K | 7.4% |
| Rfncx Manager not matched · Other | $665K | 5.8% |
| Rchtx Manager not matched · Other | $645K | 5.6% |
| Rcmtx Manager not matched · Other | $586K | 5.1% |
| Rcftx Manager not matched · Other | $577K | 5.0% |
| Rafcx Manager not matched · Other | $527K | 4.6% |
| Rcktx Manager not matched · Other | $450K | 3.9% |
| 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 |
21 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
21 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 |
|---|---|
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 401 S. TRYON ST · CHARLOTTE, NC 28081 Advisory (Plan) | $42,401 |
Service code 13 11155 RED R1101 WOOTEN PKWY · ROCKVILLE, MD 20852 Contract Administrator | $4,300 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SRV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 Recordkeeping Fees | $300 |
BD & COMPANY INC4 years Service code 13 11155 RED RUN BLVD · OWINGS MILL, MD 21117 Contract Administrator | -$4,000 |
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.
2 contacts
11 filings · 2015 to 2025