Filings through .
2 of 18 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: $3.9M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$215K in admin expenses, $270 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
19 funds of $250K or more; 24 lines in all, holding $42.3M of the plan's $56.5M. Recordkeeper: Transamerica (Aegon).
Target-date series: Fidelity Freedom Index, mutual fund, 2% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $10.2M | 24.2% |
| Columbia Dividend Income Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $7.0M | 16.5% |
| Rpag/Wilmington Core Plus Bd Fd R1 Manager not matched · Collective trust | $5.1M | 12.0% |
| DFA Infl-Prtctd Sec I Dimensional · Mutual fund | $2.7M | 6.4% |
| Great Gray International Growth Fund II Fee R1 Manager not matched · Mutual fund Possible retail class R1 | $2.3M | 5.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $2.2M | 5.2% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $1.4M | 3.3% |
| MFS Tech R6 MFS (Sun Life) · Mutual fund | $1.4M | 3.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 2.8% |
| Putnam Small Cap Growth CL R Franklin Templeton · Collective trust | $1.1M | 2.7% |
| 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 |
14 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
14 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 5 by compensation.
| Provider | Compensation |
|---|---|
Service code 12 · EIN 13-3689044 Participant loan processing; Investme... | $108,841 |
IRONOAK WEALTH LLC1 year Filed as: IRONOAK WEALTH Service code 27 · EIN 82-3645371 Advisory (Plan) | $90,139 |
Service code 27 · EIN 26-4311657 Advisory (Plan) | $15,985 |
BENEFITS ADMINISTRATORS, LLC2 years Service code 15 · EIN 61-1291181 Recordkeeping | $0 |
Service code 33 · EIN 04-3523567 Securities brokerage; Securities brok... | $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.
3 contacts
10 filings · 2015 to 2025