Filings through .
3 of 18 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.
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 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.
$24K in admin expenses, $98 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
14 funds of $250K or more; 37 lines in all, holding $9.7M of the plan's $9.8M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Amer Cent One Choice 2045 Port R6 Voya · Separate account | $1.9M | 19.6% |
| Voya Amer Cent One Choice 2050 Port R6 Voya · Insurance contract | $1.1M | 11.8% |
| Voya Amer Cent One Choice 2035 Port R6 Voya · Insurance contract | $418K | 4.3% |
| Voya Amer Cent One Choice 2040 Port R6 Voya · Insurance contract | $413K | 4.3% |
| Amcap Fund Class R-6 Capital Group · Insurance contract | $379K | 3.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Insurance contract Index | $376K | 3.9% |
| Voya Amer Cent One Choice In Ret Prt R6 Voya · Insurance contract | $365K | 3.8% |
| Guaranteed Interest Account Voya Retirement Insurance and Annuity Co. Voya · Insurance contract | $349K | 3.6% |
| Columbia Balanced Fund I3 Ameriprise (Columbia Threadneedle) · Insurance contract | $314K | 3.3% |
| Voya Amer Cent One Choice 2030 Port R6 Voya · Insurance contract | $288K | 3.0% |
| 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 |
27 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund. Moved to another target-date series. Changed vehicle on 1 fund.
| Fund | Year-end value |
|---|---|
| Target-date switchAmCen One Choice 2045 Port R6 to Amer Cent One Choice 2045 Port R6 | $3.5M to $1.9M |
| DroppedPioneer Fundamental Growth F K | $516K |
| AddedInvesco Diversified Dividend Fund Class R6 | $257K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 stable value or insurance lines.
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.
27 more lines and 1 more change 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 |
|---|---|
FREEDOM FIDUCIARIES LLC2 years Filed as: FREEDOM FIDUCIARIES Service code 99 · EIN 92-0920071 Other Fees | $11,057 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
Filed April 22, 2021.
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025