Filings through .
2 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$63K in admin expenses, $124 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds of $250K or more; 31 lines in all, holding $13.0M of the plan's $13.2M. Recordkeeper: Voya.
Target-date series: American Funds Target Date, other, 3% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Eaton Vance Balanced Fund Class R6 Morgan Stanley · Separate account | $4.1M | 31.1% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Separate account | $2.4M | 18.4% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Separate account | $664K | 5.1% |
| with Voya Retirement Insurance and Annuity Voya Fixed Account Voya · Insurance contract Recordkeeper's own fund | $648K | 5.0% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Separate account | $610K | 4.7% |
| Vanguard Dividend Appreciation Index Fund Admiral Shares Vanguard · Separate account Index | $547K | 4.2% |
| Voya T. Rowe Price Capital Appreciation Portfolio R6 T. Rowe Price · Separate account | $510K | 3.9% |
| Vanguard Intermediate-Term Treasury Fund Admiral Shares Vanguard · Separate account | $464K | 3.6% |
| American Funds Target Date Capital Group · Separate account Target-date, 10 vintages | $437K | 3.4% |
| Vanguard Morningstar Mid-Cap Index Fund Admiral Shares Vanguard · Separate account Index | $369K | 2.8% |
| 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 |
21 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 3 funds, dropped 2 funds, likely replaced 1 fund. Changed vehicle on 4 funds.
| Fund | Year-end value |
|---|---|
| Other vehicle moveTRwPr Blue Chip Growth Fnd I to T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Classseparate account to mutual fund | $2.0M to $2.4M |
| Other vehicle moveVangrd Intl Grw Fnd Adm to Vanguard International Growth Fund Admiral Sharesseparate account to mutual fund | $441K to $610K |
| AddedVanguard Dividend Appreciation Index Fund Admiral Shares | $547K |
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.
21 more lines and 7 more changes 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 5 by compensation.
| Provider | Compensation |
|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICE ADV Service code 99 Other Fees | $48,289 |
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 49 Other Services | $5,776 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT INS. & ANNUITY CO Service code 26 Advisory (Participants) | $2,429 |
Filed as: RAYMOND JAMES FINANCIAL SERV ADVISO Service code 99 · EIN 59-2937883 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 Other Fees | $0 |
Service code 49 154 HANSEN ROAD STE 102 · CHARLOTTESVILLE, VA 22911 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.
2 contacts
11 filings · 2015 to 2025