Filings through .
2 of 18 flags tripped on the 2025 filing.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Few collective trusts
4% 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.
$116K in admin expenses, $153 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
12 funds of $250K or more; 14 lines in all, holding $15.3M of the plan's $15.9M. Recordkeeper: Transamerica (Aegon).
Target-date series: Vanguard Target Retirement, mutual fund, 90% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $13.9M | 90.4% |
| Reliance Trust New York Life Anchor Account Series I Class 0 Manager not matched · Insurance contract | $349K | 2.3% |
| Harbor Capital Appreciation CIT R Harbor Capital · Collective trust | $282K | 1.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $258K | 1.7% |
| MFS Mid Cap Growth Fund CT MFS (Sun Life) · Collective trust | $102K | 0.7% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $98K | 0.6% |
| Great Gray Trust EuroPacific Growth Class CT Capital Group · Collective trust | $73K | 0.5% |
| MFS Value CIT CL CT MFS (Sun Life) · Collective trust | $72K | 0.5% |
| Fiam Core Plus Commingled Pool Class I Fidelity (FMR) · Collective trust | $51K | 0.3% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $51K | 0.3% |
| 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 |
4 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard Institutional Target Retirement 2030 Fund Institutional Shares to Vanguard Target Retirement 2030 Fund Investor Shares | $11.5M to $13.9M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 stable value or insurance lines, 1 rename.
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.
4 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 |
|---|---|
Service code 15 · EIN 13-3689044 Recordkeeping | $89,258 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 Consulting | $25,887 |
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