Filings through .
3 of 18 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Possible retail share class: $6K
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 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.
$286K in admin expenses, $2491 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
1 fund of $250K or more; 35 lines in all, holding $2.3M of the plan's $2.4M. Recordkeeper: not identified.
Target-date series: SSgA Target Retirement, collective trust, 9% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| State Street S&P 500 Index Securities Lending State Street (SSgA) · Collective trust Index | $617K | 26.8% |
| State Street International Index Securities Lending Collective trust fund ia State Street (SSgA) · Collective trust Index | $248K | 10.8% |
| Nationwide Geneva Small Cap Growth Fund Nationwide · Mutual fund | $233K | 10.2% |
| SSgA Target Retirement State Street (SSgA) · Collective trust Target-date, 5 vintages | $205K | 8.9% |
| State Street US Goverment Credit Bond Index State Street (SSgA) · Collective trust Index | $136K | 5.9% |
| State Street Emerging Markets Index Admiral State Street (SSgA) · Collective trust Index | $111K | 4.8% |
| State Street Russell Small Cap Index Fund State Street (SSgA) · Collective trust Index | $89K | 3.9% |
| State Street US Inflation Protection Bond Index Collective trust fund State Street (SSgA) · Collective trust Index | $84K | 3.7% |
| Retirement Right Stable Value Fund Manager not matched · Insurance contract | $79K | 3.4% |
| TCW Metwest Total Return Bond Fund TCW · Mutual fund | $62K | 2.7% |
| 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 |
25 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
25 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.
This plan did not file a Schedule C with its most recent Form 5500, so no paid service providers are listed.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
1 contact
11 filings · 2015 to 2025