Filings through .
1 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$38K in admin expenses, $199 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
22 funds of $250K or more; 23 lines in all, holding $38.0M of the plan's $38.4M. Recordkeeper: Blue SKY 401(k) Specialists.
Target-date series: American Funds Target Date, mutual fund, 10% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $6.7M | 17.5% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $3.8M | 10.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund | $3.2M | 8.4% |
| Vanguard Wellington Fund Investor Shares Vanguard · Mutual fund | $3.2M | 8.3% |
| Vanguard Dividend Growth Fund Investor Shares Vanguard · Mutual fund | $3.1M | 8.3% |
| Great Gray Trust Co. Large Cap Growth Fund IV Manager not matched · Collective trust | $2.6M | 6.9% |
| Principal MidCap Fund Principal · Mutual fund | $2.5M | 6.6% |
| New World Fund Inc Capital Group · Mutual fund | $1.5M | 3.9% |
| Great Gray Trust EuroPacific Growth Capital Group · Collective trust | $1.4M | 3.6% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund | $1.3M | 3.4% |
| 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 |
|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 70 120 VANTIS, STE 400, · ALISO VIEJO, CA 92656 Consulting Fees | $26,882 |
KESTRA FINANCIAL4 years Filed as: KESTRA ADVISORY SERVICES Service code 33 5707 SOUTHWEST PKWY, BLDG 2, STE400 · AUSTIN, TX 78735 Securities brokerage | $8,560 |
ASCENSUS LLC3 years Service code 63 · EIN 11-3665754 12b-1 Fees | $2,640 |
Filed as: BLUE SKY 401(K) SPECIALISTS Service code 15 1207 CREWS RD, · MATTHEWS, NC 28105 Recordkeeping | $400 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
Filed February 2, 2023.
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025