Filings through .
3 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).
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Possible retail share class: $26.1M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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 7 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
6 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$121K in admin expenses, $107 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds of $250K or more; 36 lines in all, holding $34.2M of the plan's $34.8M. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement Blend, collective trust, 89% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $30.4M | 89.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $725K | 2.1% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $344K | 1.0% |
| Invesco Gold & Spec Mnrl R6 Invesco · Mutual fund | $245K | 0.7% |
| T. Rowe Price Associates, Inc. T. Row Price Mid-cap Value I T. Rowe Price · Mutual fund Possible retail class ARecordkeeper's own fund | $190K | 0.6% |
| Vanguard Fed Money Market Vanguard · Money market | $188K | 0.5% |
| Vanguard Dvlpd Mrkts Ind Inst Vanguard · Mutual fund | $185K | 0.5% |
| T. Rowe Price Associates, Inc. T. Rowe Price Dividend Gr I T. Rowe Price · Mutual fund Possible retail class ARecordkeeper's own fund | $177K | 0.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $173K | 0.5% |
| DFA Emrg Mkt Cor Eq Port Inst Dimensional · Mutual fund | $168K | 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 |
26 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard Growth Index Fund Institutional Shares to Vanguard Growth Index Fund Admiral Shares | $77K to $344K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
26 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 |
|---|---|
Service code 16 101 S 108TH AVENUE · OMAHA, NE 68154 Consulting | $64,846 |
T ROWE PRICE RPS INC2 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 Recordkeeping | $49,725 |
EIDE BAILLY LLP1 year Filed as: EIDEBAILLY LLP Service code 10 4310 17TH AVENUE SOUTH · FARGO, ND 58103 Accounting | $6,144 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
3 contacts
7 filings · 2019 to 2025