Filings through .
3 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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. Free for 7 days, then $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. Free for 7 days, then $49 a month.
$70K in admin expenses, $284 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
12 funds of $250K or more; 25 lines in all, holding $22.1M of the plan's $22.7M. Recordkeeper: Bank of America (Merrill).
Target-date series: American Funds Target Date, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $5.6M | 25.3% |
| American Amerfunds 2035 Targ Dateret R6 Capital Group · Mutual fund | $3.4M | 15.2% |
| American Amerfunds 2040 Targ Dateret R6 Capital Group · Mutual fund | $3.1M | 14.0% |
| American Amerfunds 2030 Targ Dateret R6 Capital Group · Mutual fund | $2.7M | 12.4% |
| American Amerfunds 2025 Targ Dateret R6 Capital Group · Mutual fund | $1.6M | 7.4% |
| American Amerfunds 2050 Targ Dateret R6 Capital Group · Mutual fund | $1.5M | 7.0% |
| American Amerfunds 2045 Targ Dateret R6 Capital Group · Mutual fund | $1.4M | 6.1% |
| American Amerfunds 2020 Targ Dateret R6 Capital Group · Mutual fund | $758K | 3.4% |
| American Amerfunds 2015 Targ Dateret R6 Capital Group · Mutual fund | $596K | 2.7% |
| Invesco Inv Stable Value Retire Fd 1 Invesco · Stable value Stable value | $494K | 2.2% |
| 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.
Added 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| AddediShares S&P 500 Index Fund Class K Shares | $5.6M |
| Share class changeiShares Russell Midcap Index K 1,969 iSh to iShares Russell Mid-Cap Index Fund Class K | $4.4M to $9K |
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, not money moved.
15 more lines in this lineup are on Pro. 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 3 by compensation.
| Provider | Compensation |
|---|---|
Service code 15 · EIN 13-5674085 Recordkeeping | $42,714 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $27,269 |
ADP BROKER-DEALER11+ years 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.
7 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025