Filings through .
2 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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.
$11K in admin expenses, $17 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
7 funds of $250K or more; 18 lines in all, holding $5.0M of the plan's $5.1M. Recordkeeper: not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $3.1M | 62.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $437K | 8.8% |
| American Funds Growth Portfolio Class R-6 Capital Group · Mutual fund | $400K | 8.1% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $342K | 6.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $174K | 3.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $116K | 2.3% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $82K | 1.7% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $62K | 1.3% |
| Emerging Markets Portfolio - Institutional Class Dimensional · Mutual fund | $59K | 1.2% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $49K | 1.0% |
| 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 |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
8 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 |
|---|---|
Filed as: CANNON FINANCIAL STRATEGISTS Service code 99 · EIN 58-2508124 Other Fees | $33,408 |
ERISA SERVICES, INC.3 years Filed as: ERISA SERVICES OF GA, LLC Service code 49 Other Services | $2,978 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 · EIN 71-0294708 Recordkeeping Fees | $1 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025