Filings through .
4 of 18 flags tripped on the 2025 filing.
Low fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Showing the 2025 filing, 1 of 6 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
5 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$8K in admin expenses, $28 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
2 funds of $250K or more; 16 lines in all, holding $2.3M of the plan's $2.4M. Recordkeeper: not identified.
Target-date series: Nuveen Lifecycle Index, mutual fund, 95% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 9 vintages | $2.2M | 95.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $50K | 2.2% |
| Registered Investment Company Blackrock S&P 500 Index K Fund BlackRock · ETF Index | $9K | 0.4% |
| Registered Investment Company Vanguard Strat Equity Inv Fd Vanguard · Mutual fund | $9K | 0.4% |
| American American Mutual Fund R6 Registered Investment Company Capital Group · Mutual fund | $6K | 0.3% |
| Empower Real Estate Index Fund Institutional Class Empower · Mutual fund Index | $5K | 0.2% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $5K | 0.2% |
| Harbor Capital Appreciation Fund Retirement Class Registered Investment Company Harbor Capital · Mutual fund | $5K | 0.2% |
| BlackRock Inflation Protected Bond Fund Class K Registered Investment Company BlackRock · Mutual fund | $4K | 0.2% |
| Voya Intermediate Bond Fund Voya · Mutual fund | $4K | 0.2% |
| 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
6 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.
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
6 filings · 2020 to 2025