Filings through .
1 of 17 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.)
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.
$61K in admin expenses, $414 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 of $250K or more; 21 lines in all, holding $9.7M of the plan's $10.7M. Recordkeeper: Ascensus.
Target-date series: T. Rowe Price Retirement, collective trust, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 12 vintages | $3.7M | 37.9% |
| AM1 AM1 Domestic Equity Manager not matched · Other | $2.0M | 20.9% |
| Federated Hermes Capital Pres R6 0 Federated Hermes · Mutual fund | $796K | 8.2% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $705K | 7.3% |
| AM1 AM1 Income Manager not matched · Other | $570K | 5.9% |
| AM1 International Equity 0 Manager not matched · Other | $561K | 5.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $384K | 4.0% |
| Growth Fund R6 Class American Century · Mutual fund | $282K | 2.9% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $148K | 1.5% |
| CL) Invesco Discovery R6 0 Invesco · Mutual fund | $129K | 1.3% |
| 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 |
11 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeT. Rowe Price Retirement 2025 Trust C to T. Rowe Price Retirement 2025 Trust | $3.1M to $3.7M |
| DroppedAM1 Core Fixed Income Fund Class 1 | $1.2M |
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.
11 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 |
|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 Recordkeeping | $29,520 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 Advisory (Plan) | $26,789 |
NEXTCAPITAL GROUP, INC.4 years Service code 50 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 Direct Payment | $4,520 |
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.
2 contacts
11 filings · 2015 to 2025