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.
$38K in admin expenses, $210 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 19 lines in all, holding $9.0M of the plan's $9.0M. Recordkeeper: Ascensus.
Target-date series: T. Rowe Price Retirement, collective trust, 6% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.9M | 20.7% |
| Fidelity Total Bond Fund Fidelity Advisor Total Bond Fund: Class Z Fidelity (FMR) · Mutual fund | $1.0M | 11.2% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $868K | 9.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $863K | 9.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $748K | 8.3% |
| Federated Hermes Govt Obl PRM Federated Hermes · Mutual fund | $736K | 8.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $722K | 8.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $673K | 7.5% |
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 11 vintages | $571K | 6.4% |
| BlackRock Inflation Protected Bond Portfolio Class K Shares BlackRock · Mutual fund | $477K | 5.3% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 9 funds, dropped 3 funds.
| Fund | Year-end value |
|---|---|
| DroppedFidelity | $2.9M |
| AddedJPMorgan Large Cap Growth Fund Class R6 | $1.9M |
| AddedFidelity Total Bond Fund Fidelity Advisor Total Bond Fund: Class Z | $1.0M |
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.
9 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 | $27,640 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 Advisory (Plan) | $10,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025