Filings through .
2 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).
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.
$36K in admin expenses, $228 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds of $250K or more; 23 lines in all, holding $11.5M of the plan's $11.4M. Recordkeeper: not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $6.4M | 56.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 14.3% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $573K | 5.0% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $534K | 4.6% |
| PIMCO Income Fund Insti Class PIMCO (Allianz) · Mutual fund | $353K | 3.1% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $325K | 2.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $285K | 2.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $261K | 2.3% |
| Vanguard InflationProtected Secs Adm Vanguard · Mutual fund | $182K | 1.6% |
| Vanguard Dividend Appreciation Index Fund Admiral Shares Vanguard · Mutual fund Index | $180K | 1.6% |
| 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 |
13 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
13 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 |
|---|---|
ATWOB1 year Service code 27 23 PARKWAY · KATONAH, NY 10536 Advisory (Plan) | $28,851 |
Filed as: PROFESSIONAL CAPITAL SERVICES LLC Service code 64 1801 MARKET STREET · PHILADELPHIA, PA 19103 Recordkeeping Fees | $4,635 |
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
Phone and email for the actuary are on Pro.
8 filings · 2018 to 2025