Filings through .
3 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 8 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
7 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$114K in admin expenses, $473 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
24 funds hold $54.4M of the plan's $55.0M. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 2% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $13.9M | 25.6% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $7.5M | 13.8% |
| Vanguard LifeStrategy 40/60 Fund Investor Shares Vanguard · Mutual fund | $5.2M | 9.6% |
| Vanguard Windsor II Fund Investor Shares Vanguard · Mutual fund | $4.1M | 7.6% |
| Vanguard Strategic Equity Fund Investor Shares Vanguard · Mutual fund | $3.4M | 6.2% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $2.3M | 4.3% |
| Vanguard Large-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $2.1M | 3.8% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund Index | $1.9M | 3.5% |
| Vanguard Cash Reserves Federal Money Market Fund Investor Shares Vanguard · Money market | $1.9M | 3.5% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund Index | $1.9M | 3.4% |
| 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 |
14 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.
14 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 |
|---|---|
OSAIC WEALTH INC2 years Service code 27 · EIN 93-0987232 Advisory (Plan) | $77,633 |
Service code 37 · EIN 04-2647786 Loan Processing | $25,890 |
Filed as: FOREST CAPITAL MANAGEMENT Service code 27 · EIN 46-5576228 Advisory (Plan) | $7,178 |
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
8 filings · 2018 to 2025