Filings through .
1 of 17 flags tripped on the 2025 filing.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 8 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
7 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$166K in admin expenses, $170 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 29 lines in all, holding $18.0M of the plan's $18.8M. Recordkeeper: ADP.
| Fund | Dollars | % of funds% |
|---|---|---|
| flexPATH ldx Mod 2035 R1 Manager not matched · Collective trust | $4.7M | 26.1% |
| flexPATH ldx Mod 2045 R1 Manager not matched · Collective trust | $4.6M | 25.6% |
| flexPATH ldx Mod 2055 R1 Manager not matched · Collective trust | $3.3M | 18.2% |
| flexPATH ldx Mod Ret R1 Manager not matched · Collective trust | $2.1M | 11.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $831K | 4.6% |
| flexPATH ldx Agg 2055 R1 Manager not matched · Collective trust | $419K | 2.3% |
| flexPATH ldx Agg 2035 R1 Manager not matched · Collective trust | $370K | 2.0% |
| Guggenheim Total Return Bond Fund R6 Guggenheim · Mutual fund | $329K | 1.8% |
| MetLife Stable Value Fund MetLife · Insurance contract | $257K | 1.4% |
| Allspring Precious Metals Fund Institutional Class Allspring · Mutual fund | $228K | 1.3% |
| 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 |
19 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.
19 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 5 by compensation.
| Provider | Compensation |
|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $95,056 |
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 Recordkeeping | $37,323 |
LANIGAN AND ASSOC.1 year Filed as: LANIGAN & ASSOCIATES Service code 15 · EIN 58-1304721 Recordkeeping | $24,150 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA RETIREMENT SERVICES, INC Service code 14 · EIN 13-3745616 Plan Administrator | $8,973 |
ADP BROKER-DEALER1 year 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.
4 contacts
8 filings · 2018 to 2025