Filings through .
3 of 19 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Possible retail share class: $11K
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.
$10K in admin expenses, $84 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; 37 lines in all, holding $9.1M of the plan's $9.3M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard LifeStrat Growth Inv Vanguard · Mutual fund | $1.7M | 18.6% |
| Vangrd LifeStrat Md Grw Fd Inv Vanguard · Mutual fund | $1.3M | 14.5% |
| Vanguard LifeStrat Cns Grw Inv Vanguard · Mutual fund | $1.2M | 12.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $479K | 5.2% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $451K | 4.9% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $449K | 4.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $438K | 4.8% |
| DFA International Value Portfolio- Institutional Class Dimensional · Mutual fund | $373K | 4.1% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $366K | 4.0% |
| Contract Account: Voya Retirement Insurance Voya · Insurance contract | $360K | 3.9% |
| 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 |
27 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedT. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class | $366K |
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.
27 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 3 by compensation.
| Provider | Compensation |
|---|---|
EGPS2 years Filed as: EGPS LLC Service code 49 · EIN 86-2963468 Other Services | $0 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 Advisory (Plan) | $0 |
VOYA FINANCIAL ADVISORS INC7 years Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 26 · EIN 71-0294708 Advisory (Participants) | $0 |
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.
2 contacts
11 filings · 2015 to 2025