Filings through .
1 of 17 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.)
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.
$46K in admin expenses, $314 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
4 funds of $250K or more; 28 lines in all, holding $7.5M of the plan's $8.0M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Alta Trust Wealth Harbor Conservative Gr Harbor Capital · Collective trust | $3.1M | 41.5% |
| Alta Trust Wealth Harbor Moderate Growth Harbor Capital · Collective trust | $1.3M | 17.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $601K | 8.0% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund | $525K | 7.0% |
| Columbia Global Technology Growth Fund Institutional 2 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $204K | 2.7% |
| WCM Focused International Growth Fund Institutional Class WCM Investment Management · Mutual fund | $200K | 2.7% |
| Vanguard Dividend Growth Fund Investor Shares Vanguard · Mutual fund | $190K | 2.5% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $151K | 2.0% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $142K | 1.9% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $122K | 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 | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
18 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
18 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 2 by compensation.
| Provider | Compensation |
|---|---|
AMERICAN FUNDS1 year Filed as: WEALTH HARBOR CAPITAL Service code 27 · EIN 72-1442258 433 METAIRIE ROAD SUITE 500 · METAIRIE, LA 70005 Advisory (Plan) | $46,217 |
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT Service code 15 · EIN 27-1033755 Recordkeeping | $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