Filings through .
2 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$136K in admin expenses, $119 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
23 funds of $250K or more, counting each target-date vintage; shown as 16 lines, holding $100M of the plan's $101M. Recordkeeper: ADP.
Target-date series: T. Rowe Price Retirement, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $43.0M | 42.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund | $12.8M | 12.7% |
| Invesco Stable Asset Fund Invesco · Stable value Stable value | $9.1M | 9.0% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price Growth Stock Fund-I Class T. Rowe Price · Mutual fund | $8.3M | 8.2% |
| T. Rowe Price Capital Appreciation Fund-I Class T. Rowe Price · Mutual fund | $4.5M | 4.5% |
| T. Rowe Price Health Sci I T. Rowe Price · Mutual fund | $4.2M | 4.1% |
| T. Rowe Price Value Fund, Inc. T. Rowe Price Value Fund-I Class T. Rowe Price · Mutual fund | $4.1M | 4.1% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price Mid-Cap Growth Fund-I Class T. Rowe Price · Mutual fund | $2.9M | 2.8% |
| Columbia Overseas Value Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $2.1M | 2.1% |
| Pri SC S&P 600 Index - R6 Manager not matched · Mutual fund Index | $1.9M | 1.9% |
| 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Likely replaced 1 fund. Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighEquity Index 500 Fund to Fidelity 500 Index Fund | $10.4M to $12.8M |
| Share class changeColumbia Small Cap Index Fund Institutional Class to Pri SC S&P 600 Index - R6 | $2.1M to $1.9M |
| Share class changeAmerican Funds Strategic Bond Fund Class R-5 to American Funds Strategic Bond Fund Class R-6 | $793K to $1.5M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 10 renames.
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.
6 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 |
|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $101,480 |
BDO USA, LLP5 years Filed as: BDO USA , LLP Service code 15 · EIN 13-5381590 Recordkeeping | $26,590 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025