Filings through .
2 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $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. Free for 7 days, then $49 a month.
$43K in admin expenses, $71 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
22 funds of $250K or more, counting each target-date vintage; shown as 16 lines, holding $26.6M of the plan's $27.6M. Recordkeeper: not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $16.9M | 63.7% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $1.8M | 7.0% |
| American Balanced Fund Capital Group · Mutual fund | $1.4M | 5.4% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $1.2M | 4.6% |
| American Washington " Capital Group · Mutual fund | $1.2M | 4.5% |
| Vanguard Small-Cap Value Index Fund Investor Shares Vanguard · Mutual fund Index | $613K | 2.3% |
| Voya Fixed Account Voya · Insurance contract | $605K | 2.3% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Mutual fund | $396K | 1.5% |
| Mid Cap Value Fund American Century · Mutual fund | $380K | 1.4% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $373K | 1.4% |
| 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 5 funds, likely replaced 1 fund. Changed share class on 3 funds.
| Fund | Year-end value |
|---|---|
| AddedJPMorgan Large Cap Growth Fund | $1.8M |
| AddedAmerican Balanced Fund | $1.4M |
| Share class changeVanguard 500 Index Fund Admiral Shares to Vanguard 500 Index Fund Investor Shares | $893K to $1.2M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 stable value or insurance lines, 2 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
6 more lines and 6 more changes in this lineup are on Pro. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 8 by compensation.
| Provider | Compensation |
|---|---|
Filed as: PENSION INVESTORS CORP Service code 49 Other Services | $11,781 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT ADVISORS LLC Service code 26 · EIN 02-0488491 Advisory (Participants) | $6,042 |
MORNINGSTAR6 years Service code 27 Advisory (Plan) | $3,416 |
Filed as: PENSION INVESTORS CORP OF ORLANDO Service code 49 · EIN 59-1558855 Other Services | $2,612 |
JAMES MOORE & CO., P.L.2 years Filed as: JAMES MOORE AND CO PL Service code 10 · EIN 59-3204548 Accounting | $1,550 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 04-3046611 Other Fees | $0 |
Filed as: ONEDIGITAL LLC Service code 99 · EIN 85-3439612 Other Fees | $0 |
VOYA FINANCIAL ADVISORS INC10+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 26 · EIN 71-0294708 Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025