Filings through .
No flags tripped on the 2025 filing.
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, $222 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds of $250K or more; 18 lines in all, holding $13.6M of the plan's $13.8M. Recordkeeper: Morgan Stanley.
Target-date series: Vanguard Target Retirement, mutual fund, 8% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $4.9M | 35.9% |
| Janus Henderson Balanced Fund Janus Henderson · Mutual fund | $2.5M | 18.7% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $1.1M | 8.1% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $1.0M | 7.6% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $873K | 6.4% |
| Reliance Trust Company Stable Va Manager not matched · Collective trust | $776K | 5.7% |
| Global Tech I Janus Henderson · Mutual fund | $750K | 5.5% |
| JPMorgan Large Cap Value Fund JPMorgan · Mutual fund | $277K | 2.0% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $263K | 1.9% |
| Pgim Jennison Health Sciences Fund Prudential (PGIM) · Mutual fund | $259K | 1.9% |
| 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 |
8 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.
8 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 |
|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 20-8764829 Recordkeeping | $36,220 |
ADP BROKER-DEALER5 years Filed as: ADP, INC Service code 15 · EIN 13-3036745 Recordkeeping | $24,703 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 Other Services | $0 |
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