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.
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. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$20K in admin expenses, $78 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; 26 lines in all, holding $36.8M of the plan's $37.6M. Recordkeeper: Voya.
Target-date series: Vanguard Target Retirement, other, 10% of fund dollars
Dropped 15 funds. Changed vehicle on 1 fund.
| Fund | Year-end value |
|---|---|
| Other vehicle moveVangrd LifeStrat Md Grw Fd Inv to Vangrd LifeStrat Grw Fd Invmutual fund to separate account | $370K to $16.8M |
| DroppedVanguard LifeStrat Growth Inv | $11.0M |
| DroppedVanguard 500 Index Fund Admiral Shares | $3.6M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 7 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, not money moved.
16 more lines and 13 more changes in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. 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 5 by compensation.
| Provider | Compensation |
|---|---|
TRUIST BANK1 year Filed as: TRUIST INVESTMENT SERVICES, INC. Service code 99 · EIN 58-1648698 Other Fees | $51,566 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 Other Services | $16,112 |
MORNINGSTAR9 years Service code 27 Advisory (Plan) | $4,669 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 Advisory (Participants) | $907 |
ASCENSUS LLC5 years Filed as: ASCENSUS C/O FUTURE PLAN Service code 49 PO BOX 734602 · CHICAGO, IL 60673 Other Services | $0 |
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