Filings through .
1 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.
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.
$55K in admin expenses, $139 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
16 funds of $250K or more; 18 lines in all, holding $13.6M of the plan's $14.2M. Recordkeeper: Ascensus.
Target-date series: SSgA Target Retirement, mutual fund, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 9 vintages | $3.0M | 22.0% |
| State Street Russell Large Cap Growth Index Fund Class II State Street (SSgA) · Mutual fund Index | $2.9M | 21.2% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.8M | 13.1% |
| State Street S&P 500 Index SL CI II State Street (SSgA) · Collective trust Index | $1.4M | 10.0% |
| Fidelity International Index InstlPrm Fidelity (FMR) · Mutual fund Index | $859K | 6.3% |
| State Street S&P Midcap Index SL CI XIV State Street (SSgA) · Collective trust Index | $665K | 4.9% |
| State Street Retirement Right Stable Value Fund I State Street (SSgA) · Insurance contract | $597K | 4.4% |
| Nationwide Geneva Small Cap Growth Fund Class R6 Nationwide · Mutual fund | $550K | 4.1% |
| State Street Russel Sm Cap Indx L Class II State Street (SSgA) · Mutual fund Index | $479K | 3.5% |
| State Street Intl Indx SL CI IX State Street (SSgA) · Collective trust Index | $402K | 3.0% |
| 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.
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.
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 4 by compensation.
| Provider | Compensation |
|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 Recordkeeping | $29,299 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH. Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 Advisory (Plan) | $18,822 |
TBS AGENCY INC2 years Filed as: TBS AGENCY, INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556-8757 Advisory (Plan) | $2,132 |
Filed as: CAMBRIDGE INVESTMENT ADVISOR Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 Advisory (Plan) | $1,827 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025