Filings through .
4 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
2% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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.
$92K in admin expenses, $662 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds hold $23.1M of the plan's $45.0M. Recordkeeper: not identified.
Target-date series: BlackRock LifePath Index, mutual fund, 89% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $20.6M | 89.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $824K | 3.6% |
| Lord Abbett Total Return Trust II Fund Lord Abbett · Collective trust | $535K | 2.3% |
| PIMCO Stable Income Fund PIMCO (Allianz) · Stable value Stable value | $413K | 1.8% |
| PIMCO International Bond USD Hedged PIMCO (Allianz) · Mutual fund | $222K | 1.0% |
| Diversified Real Asset Fund Principal · Mutual fund | $145K | 0.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $128K | 0.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $89K | 0.4% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $79K | 0.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $66K | 0.3% |
Added 4 funds, dropped 4 funds.
| Fund | Year-end value |
|---|---|
| DroppedParticipant Directed Funds Fund | $15.5M |
| AddedBlackrock Lifepath Index 2030 Fund | $11.5M |
| AddedBlackrock Lifepath Index Retirement Fund | $9.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
5 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 28 · EIN 26-3820649 Investment Management | $48,843 |
CERITY PARTNERS4 years Service code 28 · EIN 27-1180831 Investment Management | $40,312 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025