Filings through .
3 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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.
$82K in admin expenses, $40 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds of $250K or more, counting each target-date vintage; shown as 12 lines, holding $176M of the plan's $176M. Recordkeeper: ADP.
Target-date series: American Funds Target Date, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $96.9M | 55.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $25.9M | 14.7% |
| Fidelity Advisor Equity Growth Fund Class Z Fidelity (FMR) · Mutual fund | $14.9M | 8.4% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $8.3M | 4.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $7.0M | 4.0% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $5.6M | 3.2% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $3.9M | 2.2% |
| Fedfund Premier BlackRock · Mutual fund | $3.7M | 2.1% |
| MFS International Equity Fund Class R6 MFS (Sun Life) · Mutual fund | $3.2M | 1.8% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $3.0M | 1.7% |
| 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 |
2 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.
2 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 |
|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $44,691 |
Service code 15 · EIN 13-5674085 Recordkeeping | $40,036 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 Other Services | $0 |
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.
3 contacts
10 filings · 2016 to 2025