Filings through .
2 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.
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
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.
$19K in admin expenses, $140 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
35 funds of $250K or more, counting each target-date vintage; shown as 26 lines, holding $141M of the plan's $144M. Recordkeeper: not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $41.7M | 29.5% |
| Vanguard Total Stock Market Index Fund Investor Shares RIC Vanguard · Mutual fund Index | $13.1M | 9.3% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund Index | $9.6M | 6.8% |
| Vanguard Total World Stock Index Fund Investor Shares Vanguard · Mutual fund Index | $8.4M | 6.0% |
| Vanguard Institutioanl Index Fund Vanguard · Mutual fund Index | $7.3M | 5.2% |
| Vanguard Wellington Fund Investor Shares Vanguard · Mutual fund | $7.1M | 5.0% |
| Vanguard Primecap RIC Not Applicable Vanguard · Mutual fund | $6.1M | 4.4% |
| Vanguard Retirement Savings Trust IV Vanguard · Stable value Stable value | $5.6M | 3.9% |
| Vanguard Equity Income Fund Investor Shares Vanguard · Mutual fund | $5.5M | 3.9% |
| Vanguard Value Index Fund Investor Shares Vanguard · Mutual fund Index | $4.8M | 3.4% |
| 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 |
16 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Institutioanl Index Fund | $7.3M |
| DroppedVanguard Balanced Index Fund Investor Shares | $1.2M |
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.
16 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.
This plan did not file a Schedule C with its most recent Form 5500, so no paid service providers are listed.
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025