Filings through .
2 of 18 flags tripped on the 2024 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 2024 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.
$237K in admin expenses, $213 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
32 funds of $250K or more, counting each target-date vintage; shown as 24 lines, holding $87.3M of the plan's $88.6M. Recordkeeper: Charles Schwab.
Target-date series: Vanguard Target Retirement, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $38.5M | 44.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $8.9M | 10.2% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund | $5.2M | 5.9% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund | $4.1M | 4.7% |
| Standard Stable Asset Fund 1 Manager not matched · Insurance contract | $3.5M | 4.0% |
| Columbia Dividend Income Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $3.5M | 4.0% |
| Goldman Sachs U.S. Equity Insights Fund Class R6 Shares Goldman Sachs · Mutual fund | $3.2M | 3.7% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.6M | 3.0% |
| AB Discovery Growth Fund, INC. Class Z AllianceBernstein · Mutual fund | $2.4M | 2.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.2M | 2.6% |
| 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 |
14 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
14 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 2 by compensation.
| Provider | Compensation |
|---|---|
USI INSURANCE SERVICES LLC6 years Filed as: USI CONSULTING GROUP Service code 12 · EIN 06-1053228 Recordkeeping fees; Recordkeeping and... | $221,183 |
PIVOT CPAS1 year Filed as: PIVOT CPA Service code 49 · EIN 20-0708249 Other Services | $16,000 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2024 filing.
3 contacts
10 filings · 2015 to 2024