Filings through .
5 of 19 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.)
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Possible retail share class: $12.4M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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.
$77K in admin expenses, $310 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; 28 lines in all, holding $19.0M of the plan's $20.8M. Recordkeeper: Epic Retirement Plan Services.
Target-date series: American Funds Target Date, mutual fund, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $7.3M | 38.6% |
| iShares S&P 500 Index A BlackRock · ETF Index | $2.3M | 12.1% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $1.7M | 8.7% |
| iShares International Index A BlackRock · ETF Index | $1.1M | 5.7% |
| similar party value Manager not matched · Other | $833K | 4.4% |
| Fixed Account Plus Corebridge (AIG) · Insurance contract | $729K | 3.8% |
| Pioneer Classic Balanced A Victory Capital · Other | $717K | 3.8% |
| iShares Russell Mid-Cap Index A BlackRock · ETF Index | $710K | 3.7% |
| JP Morgan US Value JPMorgan · Other | $661K | 3.5% |
| iShares U.S. Aggregate Bond Index A BlackRock · ETF Index | $525K | 2.8% |
| 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 |
18 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
18 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 |
|---|---|
Service code 27 · EIN 61-1758632 24 E. COTA ST. · SANTA BARBARA, CA 93101 Advisory (Plan) | $24,000 |
SMITH & HOWARD, PC7 years Filed as: SMITH AND HOWARD PC Service code 10 271 17TH STREET NW · ATLANTA, GA 30363 Accounting | $14,000 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $11,117 |
Filed as: BUSH RETIREMENT PLAN SERVICES INC Service code 13 3627 STARWOOD TRL SW · LILBURN, GA 30047 Contract Administrator | $5,454 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025