Filings through .
2 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 6 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
5 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$2K in admin expenses, $6 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 10 lines in all, holding $5.0M of the plan's $5.0M. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, collective trust, 96% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $4.8M | 96.2% |
| Vanguard Retirement Savings Trust II Vanguard · Stable value Stable valueRecordkeeper's own fund | $79K | 1.6% |
| Vanguard U.S. Large Cap Equity Index Fund Vanguard · Collective trust IndexRecordkeeper's own fund | $76K | 1.5% |
| The Vanguard Group Prime Money Market Fund Admiral Shares Vanguard · Money market Recordkeeper's own fund | $18K | 0.4% |
| The Vanguard Group Primecap Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $6K | 0.1% |
| Vanguard Group Vanguard Windsor Admiral Fund Vanguard · Mutual fund Recordkeeper's own fund | $4K | <0.1% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $4K | <0.1% |
| Vanguard U.S. Bond Index Fund Vanguard · Collective trust IndexRecordkeeper's own fund | $2K | <0.1% |
| Vanguard International Equity Index Fund Vanguard · Collective trust IndexRecordkeeper's own fund | $1K | <0.1% |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $783 | <0.1% |
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.
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 1 by compensation.
| Provider | Compensation |
|---|---|
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 Recordkeeping | $1,817 |
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.
3 contacts
Phone and email for the actuary are on Pro.
6 filings · 2020 to 2025