Filings through .
3 of 19 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Possible retail share class: $178K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$239K in admin expenses, $166 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
21 funds of $250K or more; 24 lines in all, holding $45.1M of the plan's $46.5M. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Index Solution 2055 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $5.3M | 11.8% |
| Voya Index Solution 2045 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $4.5M | 10.1% |
| Voya Index Solution 2035 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $4.3M | 9.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.9M | 8.6% |
| Voya Index Solution 2030 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $3.5M | 7.8% |
| T. Rowe Price All-Cap Opportunities Fund-I Class T. Rowe Price · Mutual fund | $3.3M | 7.2% |
| Voya Index Solution Income Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $3.3M | 7.2% |
| Voya Index Solution 2060 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $2.1M | 4.7% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $2.1M | 4.7% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $1.9M | 4.3% |
| 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.
Likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighFranklin Dynatech Fund Class R6 to T. Rowe Price All-Cap Opportunities Fund-I Class | $2.7M to $3.3M |
| ReplacedHighNomura Mid Cap Growth Fund Class R6 to T. Rowe Price Diversified Mid Cap Growth Portfolio Cla | $1.5M to $1.6M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 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.
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 3 by compensation.
| Provider | Compensation |
|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 99 Other Fees | $103,290 |
Filed as: ECONOMIC GROUP PENSION SERVICES LLC Service code 49 · EIN 13-3180178 7734 EXCELSIOR RD STE 102 · BAXTER, MN 56425 Other Services | $22,688 |
Filed as: ONEDIGITAL INVESTMENT ADVISORES Service code 99 · EIN 45-1451524 Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025