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.)
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$208K in admin expenses, $594 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more; 38 lines in all, holding $8.4M of the plan's $24.9M. Recordkeeper: MY Benefits.
| Fund | Dollars | % of funds% |
|---|---|---|
| Ishares Russell BlackRock · ETF Index | $925K | 11.1% |
| Exchange Traded Funds: Fidelity Nasdaq Index Fidelity (FMR) · Mutual fund Index | $669K | 8.0% |
| Sppdr S&P 500 Manager not matched · Mutual fund Index | $659K | 7.9% |
| Invesco Bulletshares 2028 CO Invesco · Mutual fund | $433K | 5.2% |
| The Technoilogy Sel Sec SPDR FD State Street (SSgA) · ETF | $390K | 4.7% |
| Invesco Bulletshares 2029 CO Invesco · Mutual fund | $362K | 4.3% |
| iShares Core S&P U.S. Growth ETF BlackRock · ETF | $353K | 4.2% |
| American Mutual Fund Class F-2 Capital Group · Mutual fund | $342K | 4.1% |
| Vanguard Ttl Works Stock Index Vanguard · Mutual fund Index | $329K | 3.9% |
| Invesco Bulletshares 2027 CO Invesco · Mutual fund | $309K | 3.7% |
| 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 |
28 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.
28 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 5 by compensation.
| Provider | Compensation |
|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 Advisory (Plan) | $120,643 |
Filed as: RAYMOND JAMES FIN. SVS. ADVISORS Service code 27 · EIN 59-2937883 Advisory (Plan) | $57,589 |
MY BENEFITS, LLC2 years Service code 15 · EIN 45-2098338 Recordkeeping | $18,041 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 41-6257133 Advisory (Plan) | $13,833 |
Filed as: AMERIPRISE FINANCIAL Service code 27 · EIN 41-0973005 Advisory (Plan) | $13,042 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025