Filings through .
3 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 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.
$106K in admin expenses, $210 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds of $250K or more; 13 lines in all, holding $6.2M of the plan's $6.4M. Recordkeeper: Stanley Benefit Services.
Target-date series: T. Rowe Price Retirement, mutual fund, 19% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $1.2M | 19.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $936K | 15.1% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $823K | 13.3% |
| U.S. Government Securities Fund Capital Group · Mutual fund | $754K | 12.1% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $659K | 10.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $589K | 9.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $501K | 8.1% |
| Fidelity Small Cap Index Institutional Premier Fund Fidelity (FMR) · Mutual fund Index | $171K | 2.7% |
| American Balanced Fund Capital Group · Mutual fund | $161K | 2.6% |
| Nomura Mid Cap Growth Fund Macquarie / Nomura · Mutual fund | $148K | 2.4% |
| 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 |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
3 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 |
|---|---|
Filed as: AT RETIREMENT Service code 15 · EIN 83-3455979 Recordkeeping | $89,569 |
FUND DIRECT ADVISORS5 years Service code 51 · EIN 27-3584365 Investment Mgmt Fees | $13,409 |
PRONVEST11+ years Service code 51 · EIN 62-1823351 Investment Mgmt Fees | $2,524 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025