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.
$10K in admin expenses, $52 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, counting each target-date vintage; shown as 18 lines, holding $25.2M of the plan's $25.3M. Recordkeeper: not identified.
Target-date series: T. Rowe Price Retirement, mutual fund, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $5.4M | 21.5% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $5.4M | 21.5% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund | $3.8M | 15.3% |
| Trp Stable Value Comm TR Fd-A T. Rowe Price · Stable value Stable value | $1.8M | 7.1% |
| T. Rowe Price Equity Index Trust Class A T. Rowe Price · Collective trust Index | $1.7M | 6.8% |
| T. Rowe Price Equity Income Fund T. Rowe Price · Mutual fund | $1.6M | 6.3% |
| T. Rowe Price Small-Cap Stock Fund, Inc. T. Rowe Price · Mutual fund | $1.2M | 4.8% |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund T. Rowe Price · Mutual fund | $831K | 3.3% |
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund | $826K | 3.3% |
| T. Rowe Price Overseas Stock Fund T. Rowe Price · Mutual fund | $613K | 2.4% |
| 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 |
8 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. Left out here: 1 rename.
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.
8 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 1 by compensation.
| Provider | Compensation |
|---|---|
Service code 16 4340 REDWOOD HIGHWAY STE A23 · SAN RAFAEL, CA 94903 Consulting | $8,000 |
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
11 filings · 2015 to 2025