Filings through .
No flags tripped on the 2025 filing.
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.
$433K in admin expenses, $239 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
27 funds of $250K or more, counting each target-date vintage; shown as 18 lines, holding $229M of the plan's $235M. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, collective trust, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $121M | 52.7% |
| SSgA S&P 500 Index Fund Class K State Street (SSgA) · Collective trust Index | $38.0M | 16.6% |
| C Historic Current Manager not matched · Other | $13.8M | 6.0% |
| Prudential Guaranteed Income Fund Prudential (PGIM) · Insurance contract | $13.2M | 5.8% |
| Great Gray Trust EuroPacific Growth Capital Group · Collective trust | $9.6M | 4.2% |
| Harbor Capital Appreciation Fund R Class Harbor Capital · Collective trust | $8.9M | 3.9% |
| SSgA Russell Small/mid Cap Index Fund Class K State Street (SSgA) · Collective trust Index | $4.6M | 2.0% |
| Fiam Core Plus Commingled Pool Class I Fidelity (FMR) · Collective trust | $4.4M | 1.9% |
| MFS Large Cap Value CIT MFS (Sun Life) · Collective trust | $3.7M | 1.6% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $2.4M | 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 |
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 2 by compensation.
| Provider | Compensation |
|---|---|
CAPFINANCIAL PARTNERS LLC6 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 Advisory (Plan) | $152,261 |
T ROWE PRICE RPS INC4 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 Recordkeeping | $139,491 |
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
11 filings · 2015 to 2025