Filings through .
2 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 8 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
7 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$43K in admin expenses, $264 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 30 lines in all, holding $8.4M of the plan's $8.6M. Recordkeeper: ADP.
Target-date series: American Funds Target Date, mutual fund, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 4 vintages | $1.8M | 20.8% |
| Amerfunds 2035 Targ Dateret R6 Manager not matched · Mutual fund | $1.1M | 13.5% |
| Amerfunds 2045 Targ Dateret R6 Manager not matched · Mutual fund | $1.0M | 12.2% |
| Amerfunds 2050 Targ Dateret R6 Manager not matched · Mutual fund | $915K | 10.9% |
| Amerfunds 2030 Targ Dateret R6 Manager not matched · Mutual fund | $742K | 8.8% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $448K | 5.3% |
| Amerfunds 2040 Targ Dateret R6 Manager not matched · Mutual fund | $398K | 4.7% |
| Amerfunds 2065 Targ Dateret R6 Manager not matched · Mutual fund | $285K | 3.4% |
| Amerfunds 2060 Targ Dateret R6 Manager not matched · Mutual fund | $269K | 3.2% |
| American Funds Inv CO OF AM R6 Capital Group · Mutual fund | $220K | 2.6% |
| 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 2 by compensation.
| Provider | Compensation |
|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 Recordkeeping | $25,271 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $16,580 |
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.
4 contacts
8 filings · 2018 to 2025