Filings through .
3 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
3% 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.
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.
$107K in admin expenses, $666 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
19 funds of $250K or more, counting each target-date vintage; shown as 16 lines, holding $40.2M of the plan's $42.4M. Recordkeeper: Northwest Plan Services.
Target-date series: T. Rowe Price Retirement, mutual fund, 10% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.6M | 19.0% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $6.0M | 14.9% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $4.1M | 10.2% |
| Vanguard Developing Markets Index Fund Vanguard · Mutual fund Index | $3.5M | 8.7% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $3.0M | 7.4% |
| Vanguard Short-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.6M | 6.4% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $2.4M | 6.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 4.7% |
| AB Small Cap Growth Portfolio AllianceBernstein · Mutual fund | $1.6M | 4.0% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $1.5M | 3.8% |
| 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
6 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 |
|---|---|
DAVENPORT & COMPANY LLC5 years Filed as: DAVENPORT & COMPANY, LLC Service code 27 · EIN 54-1835842 Advisory (Plan) | $54,273 |
NWPS5 years Service code 15 · EIN 91-2090931 Recordkeeping | $52,259 |
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
10 filings · 2016 to 2025