Filings through .
1 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 7 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
6 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$67K in admin expenses, $111 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds of $250K or more, counting each target-date vintage; shown as 18 lines, holding $51.4M of the plan's $51.6M. Recordkeeper: Fidelity (FMR).
Target-date series: Schwab Indexed Retirement, collective trust, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab Indexed Retirement Charles Schwab · Collective trust Target-date, 10 vintages | $29.9M | 58.1% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $9.1M | 17.8% |
| Growth Fund American Century · Mutual fund | $3.0M | 5.9% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund Index | $1.7M | 3.3% |
| Vanguard Mid-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $1.5M | 2.9% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $1.2M | 2.4% |
| Stable Value Fund Principal · Insurance contract | $1.2M | 2.3% |
| Vanguard Equity Income Fund Investor Shares Vanguard · Mutual fund | $812K | 1.6% |
| JPMorgan Core Bond Fund JPMorgan · Mutual fund | $496K | 1.0% |
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $481K | 0.9% |
| 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 |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedJPMorgan Emerging Markets Equity Fund | $327K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 6 renames.
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.
8 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 10 of 14 by compensation.
| Provider | Compensation |
|---|---|
Service code 37 · EIN 04-2647786 Loan Processing | $53,862 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 Advisory (Plan) | $13,518 |
AMERICAN CENTURY INVESTMENTS5 years Service code 60 Sub-TA Fees | $0 |
BLACKROCK5 years Service code 60 Sub-TA Fees | $0 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP Service code 60 Sub-TA Fees | $0 |
FRANKLIN TEMPLETON2 years Filed as: FRANKLIN TEMPLETON INVESTMENTS Service code 60 Sub-TA Fees | $0 |
GOLDMAN SACHS5 years Service code 60 Sub-TA Fees | $0 |
Service code 60 Sub-TA Fees | $0 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JPMORGAN Service code 60 Sub-TA Fees | $0 |
PRINCIPAL FINANCIAL GROUP2 years Filed as: PRINCIPAL GLOBAL INVESTORS TRUST CO Service code 60 Sub-TA Fees | $0 |
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
7 filings · 2019 to 2025