Filings through .
5 of 19 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Possible retail share class: $7.9M
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.
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, $181 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 16 lines in all, holding $8.2M of the plan's $8.3M. Recordkeeper: Equitable Advisors.
Target-date series: Vanguard Target Retirement, other, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Separate account Target-date, 11 vintages | $4.1M | 50.1% |
| AB Relative Value Fund, INC. Class Z AllianceBernstein · Separate account | $880K | 10.7% |
| Ultra Fund R6 Class American Century · Separate account | $802K | 9.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Separate account Index | $563K | 6.9% |
| Fidelity Advisor Intl Capital App Z Fidelity (FMR) · Separate account | $474K | 5.8% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Separate account | $394K | 4.8% |
| DoubleLine Core Fixed Income Fund Class R6 DoubleLine · Separate account | $310K | 3.8% |
| Guaranteed Interest Option Equitable · Insurance contract | $309K | 3.8% |
| BlackRock High Yield Portfolio BlackRock · Separate account | $172K | 2.1% |
| AB Government Money Market Portfolio Class I AllianceBernstein · Money market | $106K | 1.3% |
| 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
6 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 |
|---|---|
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE Service code 15 · EIN 13-5570651 Recordkeeping | $51,130 |
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.
Filed October 30, 2018.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
11 filings · 2015 to 2025