Filings through .
2 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 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.
$6K in admin expenses, $29 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more; 27 lines in all, holding $13.3M of the plan's $13.4M. Recordkeeper: Voya.
Target-date series: T. Rowe Price Retirement, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $9.0M | 67.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $808K | 6.1% |
| Cost value Guaranteed Inve Manager not matched · Insurance contract | $720K | 5.4% |
| Vanguard LifeStrat Growth Inv Vanguard · Mutual fund | $428K | 3.2% |
| JPMorgan U.S. Res Enhanc Eq R6 JPMorgan · Mutual fund | $373K | 2.8% |
| Voya Mass Investors Grw Stk Fnd R6 Voya · Mutual fund Recordkeeper's own fund | $363K | 2.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $161K | 1.2% |
| Voya Neuberg Berm MdCp Grw Fnd R6 Voya · Mutual fund Recordkeeper's own fund | $160K | 1.2% |
| Vanguard LifeStrat Cns Grw Inv Vanguard · Mutual fund | $151K | 1.1% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund | $143K | 1.1% |
| 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 |
17 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
17 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 |
|---|---|
Service code 99 Other Fees | $21,556 |
ASCENSUS LLC5 years Filed as: ASCENSUS Service code 49 C/O FUTURE PLAN PO BOX 734602 · CHICAGO, IL 60673 Other Services | $12,491 |
MAI CAPITAL MANAGEMENT, LLC2 years Filed as: MAI CAPITAL MANGEMENT, LLC Service code 99 · EIN 61-1495162 6050 OAK TREE BLVD., SUITE 500 · CLEVELAND, OH 44131 Other Fees | $0 |
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.
3 contacts
9 filings · 2017 to 2025