Filings through .
1 of 18 flags tripped on the 2025 filing.
Possible retail share class: $8.4M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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 6 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
5 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$25K in admin expenses, $44 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
16 funds of $250K or more, counting each target-date vintage; shown as 14 lines, holding $13.5M of the plan's $13.7M. Recordkeeper: Transamerica (Aegon).
Target-date series: BlackRock LifePath Index, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $8.3M | 61.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 9.1% |
| BlackRock LifePath Index BlackRock · Collective trust Target-date, 1 vintage | $870K | 6.4% |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price · Mutual fund | $564K | 4.2% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund Index | $453K | 3.4% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $419K | 3.1% |
| MetLife Guaranteed Account MetLife · Insurance contract | $402K | 3.0% |
| BlackRock Advantage Smid Cap Fund, Inc. Institutional BlackRock · Mutual fund | $396K | 2.9% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $332K | 2.5% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $259K | 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 |
4 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 5 funds, dropped 3 funds, likely replaced 1 fund. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchAmerican Century Retirement Date Trust Xii (CIT, XII) to BlackRock LifePath Index 2045 Fund | $7.2M to $9.2M |
| AddedFidelity 500 Index Fund | $1.2M |
| DroppedVanguard Institutional Index Fund Institutional Plus Shares | $977K |
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.
4 more lines and 7 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 |
|---|---|
Service code 12 · EIN 13-3689044 Claims processing; Float revenue; Par... | $22,875 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 Securities brokerage commissions and ... | $0 |
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 8, 2002 (most recent of 6 filings on file).
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.
6 filings · 2020 to 2025