Filings through .
2 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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.
$51K in admin expenses, $243 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
14 funds of $250K or more; 27 lines in all, holding $11.0M of the plan's $11.2M. Recordkeeper: ADP.
| Fund | Dollars | % of funds% |
|---|---|---|
| Accounts Blackrock Eq Index 1 BlackRock · Collective trust Index | $1.6M | 14.4% |
| MetLife Stable Value J MetLife · Stable value Stable value | $1.0M | 9.4% |
| Flexpath Index Con 2055 R1 Manager not matched · Collective trust Index | $968K | 8.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $856K | 7.8% |
| Core Bond Fund R1 Manager not matched · Collective trust | $817K | 7.4% |
| International Equity Fund Class R1 Manager not matched · Collective trust | $767K | 7.0% |
| Janus Henderson Venture Fund Janus Henderson · Mutual fund | $736K | 6.7% |
| Flexpath Index Mod 2055 R1 Manager not matched · Collective trust Index | $703K | 6.4% |
| Flexpath Index Moderate 2045 R1 Manager not matched · Collective trust Index | $605K | 5.5% |
| Mid Cap Growth II R1 Manager not matched · Collective trust | $567K | 5.1% |
| 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 |
17 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.
17 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 |
|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $23,743 |
Filed as: CAMBRIDGE INVEST. RESEARCH ADVISORS Service code 15 · EIN 20-1665305 Recordkeeping | $18,514 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 15 · EIN 42-1445429 Recordkeeping | $9,029 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025