Filings through .
2 of 18 flags tripped on the 2025 filing.
High cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$65K in admin expenses, $134 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more, counting each target-date vintage; shown as 12 lines, holding $19.2M of the plan's $19.7M. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 15% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price Growth Stock Fund-I Class T. Rowe Price · Mutual fund | $4.7M | 24.4% |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Vanguard · Money market Recordkeeper's own fund | $3.2M | 16.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $3.0M | 15.8% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $3.0M | 15.4% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 3 vintages | $2.0M | 10.1% |
| Dodge & Cox Balanced Fund Class X Dodge & Cox · Mutual fund | $838K | 4.4% |
| FPA Crescent Fund Manager not matched · Mutual fund | $834K | 4.3% |
| Parnassus Core Equity Fund Institutional Shares Affiliated Managers Group · Mutual fund | $549K | 2.9% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $455K | 2.4% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $305K | 1.6% |
| 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 |
2 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.
2 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 3 by compensation.
| Provider | Compensation |
|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 Recordkeeping | $40,129 |
MONARCH PLAN ADVISORS2 years Service code 27 3355 COCHRAN ST · SIMI VALLEY, CA 93065 Advisory (Plan) | $12,500 |
BFBA, LLP4 years Service code 10 83 SCRIPPS DR · SACRAMENTO, CA 95825 Accounting | $12,400 |
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
11 filings · 2015 to 2025