Filings through .
4 of 19 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Possible retail share class: $303K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
Few collective trusts
2% 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.
$98K in admin expenses, $149 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more; 20 lines in all, holding $45.1M of the plan's $45.8M. Recordkeeper: Charles Schwab.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $11.8M | 26.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $9.9M | 22.0% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund | $6.0M | 13.3% |
| Vanguard LifeStrategy 40/60 Fund Investor Shares Vanguard · Mutual fund | $3.7M | 8.2% |
| Bnym Stable Value Fund CL M BNY · Stable value Stable value | $2.6M | 5.8% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $1.9M | 4.2% |
| Blackrock Equity Dividend Fund Institutional BlackRock · Mutual fund | $1.4M | 3.2% |
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund | $1.3M | 3.0% |
| Vanguard LifeStrategy 20/80 Fund Investor Shares Vanguard · Mutual fund | $1.2M | 2.6% |
| American Funds American Mutual Fund Class R-6 Capital Group · Mutual fund | $986K | 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
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.
10 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 |
|---|---|
BEACON POINTE ADVISORS LLC5 years Filed as: BEACON POINTE INVESTMENT ADVISORY Service code 26 · EIN 27-0636826 Advisory (Participants) | $63,157 |
MVP PLAN ADMINISTRATORS, INC.11+ years Filed as: MVP PLAN ADMINISTRATORS Service code 13 · EIN 56-2263714 Contract Administrator | $22,329 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 Securities Custodian | $12,655 |
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.
2 contacts
11 filings · 2015 to 2025