Filings through .
2 of 19 flags tripped on the 2025 filing.
Possible retail share class: $1.5M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
Few collective trusts
<1% 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.
$9K in admin expenses, $71 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
7 funds of $250K or more; 26 lines in all, holding $8.7M of the plan's $8.9M. Recordkeeper: ADP.
| Fund | Dollars | % of funds% |
|---|---|---|
| par or maturity value value Mutual funds: Columbia Ameriprise (Columbia Threadneedle) · Mutual fund | $2.5M | 28.5% |
| JPMorgan U.S. Equity Fund Class R2 JPMorgan · Mutual fund Possible retail class R2 | $1.2M | 13.5% |
| Pioneer Fundamental Growth R Victory Capital · Other | $1.1M | 12.2% |
| International Growth and Income Fund Class R-2E Capital Group · Mutual fund | $857K | 9.8% |
| American Century One Choice Blend Plus 2050 R American Century · Other | $764K | 8.8% |
| Nationwide S&P 500 Index Fund Class R Nationwide · Mutual fund Index | $628K | 7.2% |
| American Century One Choice Blend Plus 2060 R American Century · Other | $441K | 5.1% |
| JPMorgan Equity Income Fund Class R2 JPMorgan · Mutual fund Possible retail class R2 | $230K | 2.6% |
| American Century One Choice Blend Plus 2030 R American Century · Other | $223K | 2.6% |
| American Century One Choice Blend Plus 2045 R American Century · Other | $150K | 1.7% |
| 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 |
16 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
16 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 |
|---|---|
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS AND COMPANY, INC Service code 49 201 N MAIN STREET SUITE 101 · LA CROSSE, WI 54601 Other Services | $4,648 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 Other Services | $3,005 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $1,750 |
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