Filings through .
3 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).
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 10 years on record. Charts need 3 years.
9 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.
$78K in admin expenses, $474 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
18 funds of $250K or more; 31 lines in all, holding $21.2M of the plan's $21.6M. Recordkeeper: ERP Actuaries & Consultants.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds 2035 T Date R6 Capital Group · Insurance contract | $3.3M | 15.8% |
| American Funds 2045 T Date R6 Capital Group · Insurance contract | $2.7M | 12.6% |
| American Funds 2040 T Date R6 Capital Group · Insurance contract | $2.5M | 11.8% |
| American Funds 2030 T Date R6 Capital Group · Insurance contract | $2.5M | 11.6% |
| General Accounts: Voya Retirement Insurance and Annuity Company Voya · Insurance contract | $1.5M | 6.8% |
| American Funds 2050 T Date R6 Capital Group · Insurance contract | $1.2M | 5.5% |
| American Funds 2025 T Date R6 Capital Group · Insurance contract | $954K | 4.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Insurance contract Index | $909K | 4.3% |
| American Funds 2020 T Date R6 Capital Group · Insurance contract | $742K | 3.5% |
| American Funds 2055 T Date R6 Capital Group · Insurance contract | $634K | 3.0% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedInvesco Comstock Fund Class R6 | $398K |
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, not money moved.
21 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 4 by compensation.
| Provider | Compensation |
|---|---|
M HOLDINGS SECURITIES INC4 years Service code 99 Other Fees | $30,357 |
ERP ACTUARIES & CONSULTANTS3 years Filed as: ERP ACTUARIES & CONSULTANTS INC. Service code 13 · EIN 84-2409363 Contract Administrator | $11,843 |
VOYA FINANCIAL ADVISORS INC4 years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 52 · EIN 71-0294708 Indirect Investment Fees | $2,381 |
M HOLDINGS SECURITIES INC8 years Filed as: M HOLDINGS SECURITIES INC. Service code 99 · EIN 91-1802259 Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
4 contacts
11 filings · 2015 to 2025