Filings through .
2 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.)
Possible retail share class: $7.1M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$62K in admin expenses, $276 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, counting each target-date vintage; shown as 20 lines, holding $29.6M of the plan's $29.8M. Recordkeeper: Ascensus.
Target-date series: T. Rowe Price Retirement, collective trust, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 10 vintages | $7.1M | 24.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.0M | 16.8% |
| Growth Fund R6 Class American Century · Mutual fund | $3.5M | 11.9% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $3.4M | 11.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 6.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 4.4% |
| Morley Stable Value 15-I Principal · Insurance contract | $1.2M | 4.1% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $1.1M | 3.7% |
| Invesco Discovery Fund Class R6 Invesco · Mutual fund | $912K | 3.1% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $910K | 3.1% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 8 funds, dropped 3 funds. Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustT. Rowe Price to T. Rowe Price Retirement 2060 Trust | $5.9M to $7.1M |
| DroppedVanguard | $7.0M |
| AddedVanguard 500 Index Fund Admiral Shares | $5.0M |
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.
10 more lines and 9 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 |
|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 Recordkeeping | $50,057 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 Advisory (Plan) | $13,375 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
Filed January 3, 2024.
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
4 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025