Filings through .
3 of 19 flags tripped on the 2024 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Possible retail share class: $79K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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 2024 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.
$23K in admin expenses, $17 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
24 funds of $250K or more, counting each target-date vintage; shown as 20 lines, holding $98.6M of the plan's $99.5M. Recordkeeper: Voya.
Target-date series: BlackRock LifePath, other, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath BlackRock · Separate account Target-date, 8 vintages | $60.1M | 61.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $13.0M | 13.2% |
| JPMorgan LgCp Grw Fnd R6 JPMorgan · Separate account | $6.6M | 6.7% |
| American Funds Am Balanced R6 Capital Group · Separate account | $2.7M | 2.8% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Separate account Index | $2.6M | 2.6% |
| American Funds Amer Mutual R6 Capital Group · Separate account | $1.9M | 1.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Separate account Index | $1.8M | 1.8% |
| Invesco Small CAP Value Fund Class R6 Invesco · Separate account | $1.7M | 1.8% |
| Fidelity US Bd Id Fd Fidelity (FMR) · Separate account | $1.5M | 1.5% |
| BlkRck LifePath Ind Ret Fd K BlackRock · Separate account | $1.4M | 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 |
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 |
|---|---|
KESTRA FINANCIAL6 years Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 35-2552359 Advisory (Participants) | $70,717 |
THE BENEFIT PRACTICE8+ years Service code 49 · EIN 13-4144565 Other Services | $42,691 |
VOYA FINANCIAL ADVISORS INC8+ years Filed as: VOYA RETIREMENT & ANNUITY CO. Service code 15 · EIN 71-0294708 Recordkeeping | $6,978 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2024 filing.
2 contacts
8 filings · 2017 to 2024