Filings through .
2 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$61K in admin expenses, $117 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more; 25 lines in all, holding $10.1M of the plan's $10.4M. Recordkeeper: CRI.
Target-date series: Vanguard Target Retirement, mutual fund, 2% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| General Account AUL Stable Value Account Manager not matched · Insurance contract | $1.8M | 17.8% |
| Current Interest Rates National Life Group (Life Insurance Co Manager not matched · Insurance contract | $887K | 8.8% |
| Group Annuity MFS Intl Diversification R6 MFS (Sun Life) · Insurance contract | $668K | 6.6% |
| PIMCO Real Return Fund Institutional PIMCO (Allianz) · Mutual fund | $635K | 6.3% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $630K | 6.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $590K | 5.9% |
| THE Hartford Dividend AND Growth Fund Class R6 Hartford Funds · Mutual fund | $588K | 5.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $530K | 5.3% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $457K | 4.5% |
| Ranging from 3% Manager not matched · Insurance contract | $444K | 4.4% |
| 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 |
15 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.
15 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 5 by compensation.
| Provider | Compensation |
|---|---|
EDWARD JONES3 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 Advisory (Participants) | $22,387 |
CRI2 years Service code 15 · EIN 72-1396621 Recordkeeping | $22,198 |
Service code 13 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 Contract Administrator | $10,055 |
Filed as: AMERICAN UNITED LIFE INS CO Service code 15 · EIN 35-0145825 Recordkeeping | $6,515 |
VOYA FINANCIAL ADVISORS INC4 years Filed as: RELIASTAR LIFE INS CO Service code 64 · EIN 41-0451140 Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025