Filings through .
3 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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.
$158K in admin expenses, $197 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
23 funds hold $215M of the plan's $245M. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| maturity date, rate of interest, JPMorgan Lg Cap Gr R6 JPMorgan · Mutual fund | $43.3M | 20.1% |
| Northern Trust S&P 500 Index NL T3 Northern Trust · Collective trust Index | $37.5M | 17.4% |
| JPMorgan SmaRetd Pssv Blnd 2030 CF JPMorgan · Collective trust | $21.3M | 9.9% |
| JPMorgan SmaRetd Pssv Blnd 2040 CF JPMorgan · Collective trust | $14.2M | 6.6% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $13.4M | 6.2% |
| JPMorgan SmaRetd Pssv Blnd 2035 CF JPMorgan · Collective trust | $12.4M | 5.8% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $11.6M | 5.4% |
| New York Life Anchor Fund New York Life · Separate account | $10.2M | 4.7% |
| JPMorgan SmaRetd Pssv Blnd 2025 CF JPMorgan · Collective trust | $5.7M | 2.6% |
| John Hancock Disciplined Value Trust Class P1 John Hancock (Manulife) · Collective trust | $5.0M | 2.3% |
| 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 |
13 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund. Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| Addedmaturity date, rate of interest, JPMorgan Lg Cap Gr R6 | $43.3M |
| Mutual fund to collective trustDisciplined Value R6 to John Hancock Disciplined Value Trust Class P1 | $4.8M to $5.0M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 renames.
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.
13 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 6 by compensation.
| Provider | Compensation |
|---|---|
CAPFINANCIAL PARTNERS LLC11+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 Consulting | $68,750 |
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 Investment management; Participant lo... | $53,271 |
HM&M GROUP, LLC2 years Service code 10 · EIN 75-2409112 Accounting | $26,795 |
Service code 16 · EIN 47-4387332 Consulting | $7,788 |
CHARLES SCHWAB & CO., INC.11+ years Service code 33 · EIN 94-1737782 Securities brokerage; Securities brok... | $1,090 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 Securities brokerage commissions and ... | $0 |
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
11 filings · 2015 to 2025