Filings through .
3 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.)
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 7 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
6 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$86K in admin expenses, $387 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds of $250K or more; 17 lines in all, holding $18.2M of the plan's $18.4M. Recordkeeper: Wipfli.
Target-date series: Vanguard Target Retirement, mutual fund, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $6.2M | 34.4% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.2M | 22.9% |
| Dodge & Cox Balanced Fund Dodge & Cox · Mutual fund | $4.1M | 22.8% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $866K | 4.8% |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund T. Rowe Price · Mutual fund | $861K | 4.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $409K | 2.2% |
| Money Market Federated Government Obligations Tax- Managed Fund Institutional Shares Federated Hermes · Money market | $378K | 2.1% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $315K | 1.7% |
| Vanguard Wellesley Income Fund Admiral Shares Vanguard · Mutual fund | $250K | 1.4% |
| Vanguard LifeStrategy 40/60 Fund Investor Shares Vanguard · Mutual fund | $236K | 1.3% |
| 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 |
7 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.
7 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 4 by compensation.
| Provider | Compensation |
|---|---|
WIPFLI LLP4 years Service code 14 · EIN 39-0758449 Plan Administrator | $25,374 |
Filed as: SUMMIT FINANCIAL WEALTH ADVISORS Service code 26 326 HEYMANN BOULEVARD · LAFAYETTE, LA 70505 Advisory (Participants) | $21,638 |
Filed as: ROLAND, CRISS INVESTMENT RESEARCH Service code 26 2011 E LAMAR BLVD · ARLINGTON, TX 76006 Advisory (Participants) | $21,603 |
WIPFLI LLP1 year Filed as: WIPFLI ADVISORY Service code 14 · EIN 39-3647910 Plan Administrator | $16,786 |
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
7 filings · 2015 to 2025