Filings through .
1 of 18 flags tripped on the 2025 filing.
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.
$193K in admin expenses, $137 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
16 funds of $250K or more; 29 lines in all, holding $61.1M of the plan's $63.7M. Recordkeeper: Park Avenue Securities.
| Fund | Dollars | % of funds% |
|---|---|---|
| Flexpath IDX MOD 2035 R1 Manager not matched · Other Index | $16.4M | 26.9% |
| Flexpath IDX MOD RET R1 Manager not matched · Other Index | $11.4M | 18.6% |
| Flexpath IDX MOD 2045 R1 Manager not matched · Other Index | $8.6M | 14.1% |
| BlackRock Equity Index 1 BlackRock · Mutual fund Index | $6.7M | 10.9% |
| Flexpath IDX MOD 2055 R1 Manager not matched · Other Index | $6.5M | 10.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.0M | 3.3% |
| PIMCO Stable Income Fund PIMCO (Allianz) · Stable value Stable value | $1.6M | 2.6% |
| Large CAP Growth II - I1 Manager not matched · Other | $1.1M | 1.8% |
| TRP CAP Appreciation I T. Rowe Price · Other | $1.1M | 1.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $841K | 1.4% |
| 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 |
19 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 4 funds.
| Fund | Year-end value |
|---|---|
| DroppedLarge Cap Growth Fund | $2.1M |
| DroppedVanguard Equity Income Fund Admiral Shares | $1.7M |
| DroppedT. Rowe Price Capital Appreciation Fund-I Class | $1.2M |
Stable value and insurance contract lines, renames and class changes are not counted.
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.
19 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 3 by compensation.
| Provider | Compensation |
|---|---|
PARK AVENUE SECURITIES LLC2 years Filed as: PARK AVENUE SECURITIES, LLC Service code 15 · EIN 13-4023176 Recordkeeping | $115,394 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $43,103 |
RSM US LLP2 years Filed as: MCGLADREY & PULLEN Service code 15 · EIN 42-0714325 Recordkeeping | $34,125 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
2 contacts
8 filings · 2018 to 2025