Filings through .
2 of 18 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.)
Few collective trusts
0% 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.
$255K in admin expenses, $309 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 $31.2M of the plan's $31.2M. Recordkeeper: Transamerica (Aegon).
Target-date series: Nuveen Lifecycle Index, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 13 vintages | $16.5M | 52.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.6M | 11.6% |
| Schwab Fundamental U.S. Large Company Index Fund Charles Schwab · Mutual fund Index | $1.9M | 6.0% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund | $1.3M | 4.3% |
| New Perspective Fund Capital Group · Mutual fund | $1.3M | 4.0% |
| Nuveen Large Cap Growth Index Fund TIAA (Nuveen) · Mutual fund Index | $1.2M | 4.0% |
| Vanguard Small-Cap Value Index Fund Vanguard · Mutual fund Index | $726K | 2.3% |
| Fidelity Puritan Fund Fidelity (FMR) · Mutual fund | $710K | 2.3% |
| Vanguard International Growth Fund Vanguard · Mutual fund | $687K | 2.2% |
| Current Investments AB Small Cap Growth Fund Manager not matched · Mutual fund | $681K | 2.2% |
| 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.
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 3 by compensation.
| Provider | Compensation |
|---|---|
Filed as: KEEFER PENSION CONSULTING, INC. Service code 27 · EIN 27-0328721 Advisory (Plan) | $174,947 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS,L Service code 15 · EIN 13-3689044 Recordkeeping | $77,466 |
HICKS PENSION SERVICES2 years Filed as: HICKS PENSION SERVICES-SAN LUIS OBI Service code 15 · EIN 77-0155091 Recordkeeping | $2,075 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025