Filings through .
2 of 18 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.)
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.
$39K in admin expenses, $295 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; 24 lines in all, holding $6.3M of the plan's $6.8M. Recordkeeper: ADP.
Target-date series: American Funds Target Date, mutual fund, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Registered Vanguard LifeStrategy Growth Vanguard · Mutual fund | $2.1M | 33.0% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $2.0M | 31.4% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund | $736K | 11.7% |
| Vanguard Information Technology Index Fund Vanguard · Mutual fund Index | $400K | 6.4% |
| Vanguard LifeStrategy 20/80 Fund Investor Shares Vanguard · Mutual fund | $212K | 3.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $166K | 2.6% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $100K | 1.6% |
| Vanguard LifeStrategy 40/60 Fund Investor Shares Vanguard · Mutual fund | $87K | 1.4% |
| Vanguard Mid-Cap Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $82K | 1.3% |
| Vanguard Value Index Fund Investor Shares Vanguard · Mutual fund Index | $55K | 0.9% |
| 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 |
14 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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.
14 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 2 by compensation.
| Provider | Compensation |
|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $24,915 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 Recordkeeping | $11,419 |
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.
3 contacts
11 filings · 2015 to 2025