Filings through .
3 of 17 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.
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
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.
$132K in admin expenses, $625 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
21 funds of $250K or more, counting each target-date vintage; shown as 15 lines, holding $60.4M of the plan's $60.9M. Recordkeeper: JPMorgan.
Target-date series: T. Rowe Price Retirement, collective trust, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 11 vintages | $46.4M | 76.9% |
| JPMorgan Growth Advantage Fund Class R6 JPMorgan · Mutual fund Recordkeeper's own fund | $3.7M | 6.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.3M | 5.5% |
| Morley Stable Value Fund Principal · Stable value Stable value | $2.2M | 3.7% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $901K | 1.5% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $759K | 1.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $643K | 1.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $531K | 0.9% |
| Federated Hermes MDT Mid Cap Growth Fund Class R6 Shares Federated Hermes · Mutual fund | $438K | 0.7% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $434K | 0.7% |
| 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 |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
5 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 |
|---|---|
Service code 27 24 E COTA ST · SANTA BARBARA, CA 95101 Advisory (Plan) | $77,715 |
JPMORGAN INVEST HOLDINGS LLC9 years Service code 64 · EIN 13-2624428 Recordkeeping Fees | $45,236 |
Service code 10 5179 CT 1026 · CELESTE, TX 75423 Accounting | $9,000 |
CHARLES SCHWAB & CO., INC.9 years Service code 33 · EIN 94-1737782 Securities brokerage | $2 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
2 contacts
10 filings · 2015 to 2025