Filings through .
No flags tripped on the 2025 filing.
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.
$48K in admin expenses, $194 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
12 funds of $250K or more, counting each target-date vintage; shown as 10 lines, holding $38.1M of the plan's $38.5M. Recordkeeper: Benefit Plans Administrative Servic.
Target-date series: Vanguard Target Retirement, mutual fund, 9% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| AB US Large Cap Growth CIT AllianceBernstein · Collective trust | $12.0M | 31.6% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $5.9M | 15.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $4.2M | 11.1% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $3.6M | 9.6% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $3.6M | 9.5% |
| Fidelity Puritan K6 Fund Fidelity (FMR) · Mutual fund | $3.3M | 8.7% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $1.6M | 4.3% |
| T. Rowe Price Equity Income Fund T. Rowe Price · Mutual fund | $1.4M | 3.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 3.5% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $1.0M | 2.7% |
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.
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 1 by compensation.
| Provider | Compensation |
|---|---|
BENEFIT PLANS ADMINISTRATIVE SERVIC11+ years Service code 15 · EIN 16-1503696 Recordkeeping | $47,809 |
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.
2 contacts
11 filings · 2015 to 2025