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.
$106K in admin expenses, $146 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
19 funds of $250K or more, counting each target-date vintage; shown as 17 lines, holding $26.5M of the plan's $28.0M. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $16.1M | 60.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 7.0% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $1.7M | 6.3% |
| American Funds Growth Fund of Amer R6 Capital Group · Mutual fund Recordkeeper's own fund | $1.6M | 6.0% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund Recordkeeper's own fund | $1.4M | 5.2% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $888K | 3.3% |
| American Funds U.S. Government Money Market Fund Class R-6 Capital Group · Money market Recordkeeper's own fund | $704K | 2.7% |
| Income Fund OF America Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $656K | 2.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $358K | 1.4% |
| Janus Henderson Small Cap Value Fund Class I Janus Henderson · Mutual fund | $331K | 1.2% |
| 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.
| Fund | Year-end value |
|---|---|
| DroppedEupac Fund Class R-6 | $331K |
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 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 |
|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 Advisory (Plan) | $46,659 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 50 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 Direct Payment | $39,748 |
PBMARES, LLP6 years Filed as: PBMARES,LLP Service code 13 · EIN 54-0737372 701 TOWN CENTER DRIVE, SUITE 900 · NEWPORT NEWS, VA 23606 Contract Administrator | $19,855 |
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
8 filings · 2018 to 2025