Filings through .
2 of 18 flags tripped on the 2025 filing.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
Fewer than 3 years of filings on record. Charts show once 3 consecutive filings are on file.
$10K in admin expenses, $70 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
1 fund of $250K or more; 30 lines in all, holding $668K of the plan's $676K. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| SPDR Portfolio S&P 500 ETF State Street (SSgA) · ETF Index | $259K | 38.8% |
| Vanguard Ftse Developed Markets ETF Vanguard · ETF | $156K | 23.4% |
| iShares Core U.S. Aggregate Bond ETF BlackRock · ETF | $82K | 12.2% |
| Vanguard Ftse Emerging Markets ETF Vanguard · ETF | $49K | 7.3% |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF State Street (SSgA) · ETF | $31K | 4.7% |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF State Street (SSgA) · ETF | $23K | 3.5% |
| Vanguard Total Stock Market Index Fund Vanguard · ETF Index | $19K | 2.8% |
| Vanguard Total International Bond Index Fund Vanguard · ETF | $14K | 2.1% |
| Vanguard Emerging Markets Government Bond ETF Vanguard · ETF | $12K | 1.7% |
| Vanguard Value ETF Vanguard · ETF | $8K | 1.3% |
| 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 |
20 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
20 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 1 by compensation.
| Provider | Compensation |
|---|---|
Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 Advisory (Plan) | $10,429 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
2 contacts
2 filings · 2024 to 2025