Filings through .
3 of 19 flags tripped on the 2024 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Possible retail share class: $433K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
Fewer than 3 years of filings on record. Charts show once 3 consecutive filings are on file.
$225K in admin expenses, $231 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
28 funds of $250K or more, counting each target-date vintage; shown as 19 lines, holding $81.8M of the plan's $82.5M. Recordkeeper: Vanguard.
Target-date series: T. Rowe Price Retirement, mutual fund, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $21.9M | 26.7% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $17.5M | 21.4% |
| Nyli Winslow Large Cap Growth; I TIAA (Nuveen) · Other | $13.5M | 16.5% |
| Vanguard Retirement Savings Trust III Vanguard · Stable value Stable valueRecordkeeper's own fund | $5.9M | 7.2% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $3.6M | 4.4% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $3.2M | 3.9% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $2.8M | 3.5% |
| T. Rowe Price Integrated U.S. SmCap Growth Equity Fd; I Class T. Rowe Price · Mutual fund | $2.1M | 2.6% |
| John Hancock Disciplined Value Fund Class R6 John Hancock (Manulife) · Mutual fund | $1.7M | 2.1% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $1.7M | 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
9 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 |
|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 Recordkeeping | $135,158 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 Consulting | $42,456 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 Advisory (Participants) | $32,828 |
YEO & YEO1+ years Service code 16 · EIN 38-2706146 Consulting | $14,285 |
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 2024 filing.
Filed March 17, 1997.
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.
3 contacts
Phone and email for the actuary are on Pro.
1 filing