Filings through .
2 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$1K in admin expenses, $8 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 19 lines in all, holding $8.7M of the plan's $8.9M. Recordkeeper: not identified.
Target-date series: American Funds Target Date, other, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Insurance contract Target-date, 10 vintages | $4.2M | 48.2% |
| American Funds Retire Inc Port Mod Capital Group · Insurance contract | $2.8M | 32.6% |
| Vanguard 500 Index Fund Vanguard · Insurance contract Index | $269K | 3.1% |
| Vanguard SmallCap Index Fund Vanguard · Insurance contract Index | $240K | 2.8% |
| American Funds US Govt Money Capital Group · Insurance contract | $226K | 2.6% |
| Fidelity Fund Fidelity (FMR) · Insurance contract | $171K | 2.0% |
| Vanguard Total World Stock Index Fund Vanguard · Insurance contract Index | $139K | 1.6% |
| Vanguard Dividend Appreciation Vanguard · Insurance contract | $131K | 1.5% |
| Capital World Capital Group · Insurance contract | $125K | 1.4% |
| BlackRock 80/20 Target Allocation Fund BlackRock · Insurance contract | $107K | 1.2% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
9 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.
This plan did not file a Schedule C with its most recent Form 5500, so no paid service providers are listed.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
1 contact
11 filings · 2015 to 2025