Filings through .
3 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).
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
High cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.
$575K in admin expenses, $209 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
27 funds of $250K or more, counting each target-date vintage; shown as 20 lines, holding $179M of the plan's $181M. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, collective trust, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $145M | 81.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $9.4M | 5.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $5.3M | 3.0% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund | $3.7M | 2.1% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $2.2M | 1.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 1.0% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 1.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.7M | 1.0% |
| The Vanguard Group Vanguard Real Estate Index Adm Vanguard · Mutual fund IndexRecordkeeper's own fund | $989K | 0.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $988K | 0.6% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
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 |
|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 Recordkeeping | $395,883 |
Filed as: ONE DIGITAL INVEST ADVISORS LLC Service code 27 · EIN 82-1434504 Advisory (Plan) | $160,501 |
BAKER TILLY US, LLP5 years Service code 10 · EIN 30-1413443 Accounting | $26,775 |
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
10 filings · 2016 to 2025