Filings through .
3 of 19 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Possible retail share class: $106M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$127K in admin expenses, $92 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
32 funds of $250K or more, counting each target-date vintage; shown as 25 lines, holding $126M of the plan's $126M. Recordkeeper: not identified.
Target-date series: T. Rowe Price Retirement, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $70.5M | 56.2% |
| Tiaa-Cref TIAA (Nuveen) · Insurance contract | $15.3M | 12.2% |
| NEW Perspective Fund Class R-4 Capital Group · Mutual fund Possible retail class A | $5.1M | 4.0% |
| American Fds U.S. Government Capital Group · Mutual fund Possible retail class A | $3.9M | 3.1% |
| Total Global Stock Account TIAA (Nuveen) · Mutual fund | $3.8M | 3.1% |
| American Cent Focs Intr Manager not matched · Mutual fund Possible retail class A | $3.5M | 2.8% |
| MFS Growth Fund R4 MFS (Sun Life) · Mutual fund Possible retail class A | $3.4M | 2.7% |
| American Funds Capital Group · Mutual fund Possible retail class A | $3.2M | 2.5% |
| Nomura Diversified Income Fund Class A Macquarie / Nomura · Mutual fund Possible retail class A | $2.6M | 2.1% |
| T. Rowe Price Equity Index 500 Portfolio T. Rowe Price · Mutual fund IndexPossible retail class A | $2.2M | 1.8% |
| 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 |
15 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
15 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 |
|---|---|
CAMBRIDGE INVESTMENT RESEARCH10+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 28 · EIN 42-1445429 Investment Management | $110,822 |
EIDE BAILLY LLP8 years Service code 10 · EIN 45-0250958 Accounting | $16,275 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
3 contacts
10 filings · 2016 to 2025