Filings through .
2 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Few collective trusts
<1% 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.
$53K in admin expenses, $272 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; 18 lines in all, holding $14.6M of the plan's $14.6M. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $11.6M | 79.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.3M | 8.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $314K | 2.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $270K | 1.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $243K | 1.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $230K | 1.6% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $108K | 0.7% |
| Net Asset Value Practical Expedient) Putnam, Large Cap Value Trust Franklin Templeton · Collective trust | $89K | 0.6% |
| Undiscovered Managers Behavioral Value Fund Class R6 JPMorgan · Mutual fund | $87K | 0.6% |
| Cullen Emerging Markets High Dividend Fund Class I Manager not matched · Mutual fund | $86K | 0.6% |
| 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 | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedJPMorgan Large Cap Growth Fund Class R6 | $270K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
8 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 |
|---|---|
PNC BANK, N.A.3 years Filed as: PNC BANK NATIONAL ASSOCIATION Service code 27 · EIN 22-1146430 Advisory (Plan) | $25,793 |
Service code 60 · EIN 04-2647786 Sub-TA Fees | $15,486 |
MH CPA PLLC3 years Service code 10 · EIN 37-1119790 Accounting | $12,000 |
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