Filings through .
2 of 18 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Possible retail share class: $3.2M
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.
$25K in admin expenses, $136 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds of $250K or more; 16 lines in all, holding $13.3M of the plan's $13.4M. Recordkeeper: BKD.
Target-date series: T. Rowe Price Retirement, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 5 vintages | $4.6M | 34.5% |
| Alger Capital Appreciation Institutional Fund Class I Manager not matched · Mutual fund | $2.4M | 18.1% |
| Heritage Fund A Class American Century · Mutual fund Possible retail class A | $1.4M | 10.4% |
| State Street S&P 500 Index Securities Lending Series Fund State Street (SSgA) · Collective trust Index | $990K | 7.4% |
| Fidelity Advisor Small Cap Fund Class M Fidelity (FMR) · Mutual fund | $772K | 5.8% |
| PIMCO Total Return Fund A PIMCO (Allianz) · Mutual fund Possible retail class A | $631K | 4.7% |
| State Street International Index Securities Lending Series Fund - Class VII State Street (SSgA) · Collective trust Index | $465K | 3.5% |
| Invesco Stable Value Trust Invesco · Stable value Stable value | $443K | 3.3% |
| Invesco Small CAP Value Fund Class A Invesco · Mutual fund Possible retail class A | $399K | 3.0% |
| State Street S&P MidCap Index Non-Lending Series Fund-Class J State Street (SSgA) · Collective trust Index | $343K | 2.6% |
| 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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.
6 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 |
|---|---|
BKD, LLP1 year Service code 15 · EIN 44-0160260 Recordkeeping | $20,475 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $3,601 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 Other Services | $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
11 filings · 2015 to 2025