Filings through .
1 of 17 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$250K in admin expenses, $986 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
21 funds of $250K or more, counting each target-date vintage; shown as 13 lines, holding $49.6M of the plan's $49.7M. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, collective trust, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 10 vintagesRecordkeeper's own fund | $27.8M | 56.2% |
| Large Cap Growth T. Rowe Price · Collective trust Recordkeeper's own fund | $7.0M | 14.2% |
| BlackRock Russell BlackRock · Mutual fund | $4.2M | 8.5% |
| State Street Equity 500 Index Fund State Street (SSgA) · Mutual fund Index | $2.3M | 4.7% |
| Large Cap Value Equity Fund - Class E Boston Partners · Mutual fund | $2.1M | 4.2% |
| Trp Stable Value Fund T. Rowe Price · Insurance contract Recordkeeper's own fund | $1.6M | 3.3% |
| AF Europac Growth R6 Capital Group · Mutual fund | $1.4M | 2.8% |
| State Street Global All Cap Equity ex-U.S. Index Fund State Street (SSgA) · Mutual fund Index | $1.1M | 2.2% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $943K | 1.9% |
| Prudential Core Bond Fund 7 Prudential (PGIM) · Collective trust | $420K | 0.8% |
| 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.
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighMetropolitan West Value Fund R6 to Large Cap Value Equity Fund - Class E | $1.9M to $2.1M |
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.
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 4 by compensation.
| Provider | Compensation |
|---|---|
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 27 200 WEST STREET · NEW YORK, NY 10282 Advisory (Plan) | $55,335 |
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 27 20 GLOVER AVE · NORWALK, CT 06850 Advisory (Plan) | $36,969 |
T ROWE PRICE RPS INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 Recordkeeping | $24,156 |
CROWE LLP3 years Filed as: CROWE LLC Service code 10 PO BOX 71570 · CHICAGO, IL 60694 Accounting | $21,656 |
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.
Filed March 23, 2014.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
2 contacts
11 filings · 2015 to 2025