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.
Fewer than 3 years of filings on record. Charts show once 3 consecutive filings are on file.
$626K in admin expenses, $130 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
33 funds of $250K or more, counting each target-date vintage; shown as 25 lines, holding $372M of the plan's $393M. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, collective trust, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $224M | 60.3% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $42.5M | 11.4% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund | $17.5M | 4.7% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $12.9M | 3.5% |
| Vanguard Mid-Cap Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $12.5M | 3.4% |
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $11.6M | 3.1% |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Vanguard · Money market Recordkeeper's own fund | $10.2M | 2.7% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $6.3M | 1.7% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $5.6M | 1.5% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $3.6M | 1.0% |
| 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 |
15 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
15 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 4 by compensation.
| Provider | Compensation |
|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 Recordkeeping | $418,113 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 Advisory (Participants) | $167,407 |
MARINER WEALTH ADVISORS, LLC1+ years Filed as: MARINER WEALTH ADVISORS Service code 16 · EIN 87-1928698 Consulting | $41,250 |
TANNER LLC1+ years Service code 10 · EIN 20-2253063 Accounting | $26,085 |
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
1 filing