Filings through .
1 of 18 flags tripped on the 2025 filing.
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.
$21K in admin expenses, $79 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
30 funds of $250K or more, counting each target-date vintage; shown as 28 lines, holding $43.2M of the plan's $43.4M. Recordkeeper: not identified.
Target-date series: Vanguard Target Retirement, other, 23% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Insurance contract Index | $11.3M | 26.1% |
| Vanguard Target Retirement Vanguard · Insurance contract Target-date, 12 vintages | $9.7M | 22.6% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Insurance contract | $3.0M | 7.0% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Insurance contract | $2.8M | 6.5% |
| Voya Fixed Account Voya · Insurance contract | $2.2M | 5.2% |
| Voya Ins ClrBrg SmCp Grw Fd IS Voya · Insurance contract | $2.0M | 4.6% |
| Amer Fnds Amcap Fund R6 Capital Group · Insurance contract | $1.2M | 2.9% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Insurance contract | $1.2M | 2.7% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Insurance contract | $1.1M | 2.5% |
| DFA Infl-Prot Sec Port Ins Dimensional · Insurance contract | $1.0M | 2.4% |
| 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 |
18 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 8 funds.
| Fund | Year-end value |
|---|---|
| AddedVanguard 500 Index Fund Admiral Shares | $11.3M |
| AddedInternational Core Equity 2 Portfolio Institutional Class | $3.0M |
| AddedU.S. Targeted Value Portfolio - Institutional Class | $2.8M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 stable value or insurance lines.
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.
18 more lines and 5 more changes 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 4 by compensation.
| Provider | Compensation |
|---|---|
MY BENEFITS, LLC6 years Service code 49 · EIN 45-2098380 2524 HABERFIELD CT NE · ATLANTA, GA 30319 Other Services | $18,290 |
Filed as: KELLY PARTNERS (FRS) ATTEST SERVLLP Service code 99 · EIN 99-4124805 Other Fees | $11,050 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 Advisory (Participants) | $5,548 |
MORNINGSTAR7 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-3297908 Advisory (Plan) | $5,370 |
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 2025 filing.
5 contacts
11 filings · 2015 to 2025