Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 7 years on record. Charts need 3 years.
6 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$10K in admin expenses, $29 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more; 26 lines in all, holding $18.0M of the plan's $18.2M. Recordkeeper: ADP.
Target-date series: American Funds Target Date, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $8.7M | 48.4% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $2.9M | 16.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 7.1% |
| New Perspective Fund Capital Group · Mutual fund | $633K | 3.5% |
| American Funds Wamu Fund Capital Group · Mutual fund | $604K | 3.4% |
| American Balanced Fund Capital Group · Mutual fund | $599K | 3.3% |
| New World Fund Inc Capital Group · Mutual fund | $594K | 3.3% |
| American Funds U.S. Government Money Market Fund Capital Group · Money market | $547K | 3.0% |
| American Funds Growth and Income Portfolio Capital Group · Mutual fund | $507K | 2.8% |
| Bond Fund OF America Capital Group · Mutual fund | $265K | 1.5% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity 500 Index Fund | $1.3M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 8 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
16 more lines in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $9,533 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 Shareholder Servicing | $0 |
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
7 filings · 2019 to 2025