Filings through .
4 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
$190K in admin expenses, $234 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more; 23 lines in all, holding $16.2M of the plan's $16.6M. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.6M | 15.9% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $2.0M | 12.2% |
| Transamerica Stable Value Core Option Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $1.5M | 9.1% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $1.3M | 8.2% |
| Alger Capital Appreciation Institutional Fund Class I Manager not matched · Mutual fund | $1.3M | 7.8% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $1.1M | 6.5% |
| DFA Inflation Protected Securities I Fund Dimensional · Mutual fund | $885K | 5.5% |
| Loomis Sayles Investment Grade Bond N Fund Natixis IM · Mutual fund | $824K | 5.1% |
| TCW Metwest Total Return Bond Fund TCW · Mutual fund | $784K | 4.8% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $477K | 2.9% |
| 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 |
13 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.
13 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 |
|---|---|
ABSOLUTECARE INC1 year Service code 35 · EIN 52-2260078 Employee (plan sponsor) | $71,490 |
Filed as: TRANSAMERICA Service code 15 · EIN 13-3689044 Recordkeeping | $69,212 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORP Service code 27 · EIN 04-3046611 Advisory (Plan) | $28,008 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 Recordkeeping | $20,815 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
3 contacts
10 filings · 2016 to 2025