Filings through .
2 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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.
$32K in admin expenses, $109 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
12 funds of $250K or more; 18 lines in all, holding $7.0M of the plan's $7.3M. Recordkeeper: Ascensus.
Target-date series: BlackRock LifePath Index, collective trust, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Collective trust Target-date, 7 vintages | $3.9M | 55.9% |
| BlackRock LifePath Index Retire K BlackRock · Collective trust Index | $655K | 9.4% |
| iShares Russell 1000 LgCap Ind K BlackRock · Collective trust Index | $359K | 5.1% |
| Nuveen International Equity Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $354K | 5.1% |
| Nuveen Large Cap Growth Index R6 TIAA (Nuveen) · Collective trust Index | $281K | 4.0% |
| American Funds Bond Fund of Amer R6 Capital Group · Mutual fund | $271K | 3.9% |
| iShares Russell Mid-Cap Index Fund Class K BlackRock · Collective trust Index | $240K | 3.4% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $220K | 3.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $165K | 2.3% |
| BlackRock High Yield Portfolio Fund K BlackRock · Collective trust | $137K | 2.0% |
| 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.
Added 4 funds, dropped 2 funds. Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustBlackRock to BlackRock LifePath Index 2030 K | $3.3M to $3.9M |
| AddedBlackRock LifePath Index Retire K | $655K |
| DroppedNuveen | $515K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 and 4 more changes 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 |
|---|---|
M HOLDINGS SECURITIES INC5 years Filed as: M HOLDINGS SECURITIES Service code 27 Advisory (Plan) | $23,480 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 Recordkeeping | $8,584 |
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