Filings through .
2 of 17 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 9 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
8 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$136K in admin expenses, $195 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more, counting each target-date vintage; shown as 14 lines, holding $24.8M of the plan's $25.2M. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $10.4M | 42.0% |
| NT S&P 500 DC NL CT Northern Trust · Collective trust Index | $4.8M | 19.2% |
| NT Ext EQ DC NL CT Northern Trust · Collective trust | $1.8M | 7.1% |
| Fiam Core Plus Fidelity (FMR) · Other Recordkeeper's own fund | $1.5M | 5.9% |
| Reliance Trust New York Anchor Account Manager not matched · Insurance contract | $1.4M | 5.6% |
| Harbor Capital Appreciation Fund Harbor Capital · Mutual fund | $1.3M | 5.1% |
| MFS International Large Cap Value Fund MFS (Sun Life) · Mutual fund | $1.0M | 4.2% |
| Northern Trust All Country World Index IMI CT Northern Trust · Collective trust Index | $1.0M | 4.1% |
| Great Gray EuroPacific Growth Capital Group · Other | $625K | 2.5% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Mutual fund | $315K | 1.3% |
| 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 |
4 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedNorthern Trust All Country World Index IMI CT | $1.0M |
| DroppedCollective Funds: Northern Trust All Country World Ex-US Investible Market | $760K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
4 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 |
|---|---|
CAPFINANCIAL PARTNERS LLC7 years Service code 27 · EIN 26-0058143 Advisory (Plan) | $68,242 |
Service code 37 · EIN 04-2647786 Loan Processing | $48,132 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 Advisory (Plan) | $19,734 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
Filed April 17, 2014.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
2 contacts
9 filings · 2017 to 2025