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 3 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
2 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$20K in admin expenses, $194 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
7 funds of $250K or more; 17 lines in all, holding $6.0M of the plan's $6.0M. Recordkeeper: Voya.
Target-date series: Vanguard Target Retirement, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $4.6M | 77.0% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $353K | 5.9% |
| Voya Retirement Insurance and Annuity Company Capital Group · Mutual fund | $231K | 3.8% |
| JP Morgan Large Growth Fund JPMorgan · Mutual fund | $228K | 3.8% |
| Voya Fixed Account with interest at at December 31, 2025 Voya · Insurance contract Recordkeeper's own fund | $129K | 2.1% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $114K | 1.9% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $103K | 1.7% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $53K | 0.9% |
| Vanguard Balanced Index Fund Investor Shares Vanguard · Mutual fund Index | $50K | 0.8% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $31K | 0.5% |
| 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 1 fund. Changed share class on 2 funds. Changed vehicle on 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedAB Large Cap Grw Fnd Z | $712K |
| Share class changeVanguard 500 Index Fund Admiral Shares to Vanguard 500 Index Fund Investor Shares | $588K to $353K |
| Other vehicle moveVangrd Balanced Index Fnd Adm to Vanguard Balanced Index Fund Investor Sharesseparate account to mutual fund | $297K to $50K |
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.
7 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 2 by compensation.
| Provider | Compensation |
|---|---|
USI INSURANCE SERVICES LLC3+ years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 Advisory (Participants) | $18,495 |
Filed as: VOYA RETIREMENT ADVISORS Service code 13 · EIN 72-0294708 Contract Administrator | $11,047 |
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
3 filings · 2023 to 2025