Filings through .
1 of 17 flags tripped on the 2024 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 6 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
5 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$13K in admin expenses, $55 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 18 lines in all, holding $13.2M of the plan's $13.4M. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, collective trust, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 8 vintagesRecordkeeper's own fund | $10.4M | 78.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 10.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $230K | 1.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $214K | 1.6% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $212K | 1.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $204K | 1.5% |
| Large CP Value I1 Manager not matched · Collective trust | $144K | 1.1% |
| Large Cap Growth Fund II I1 Manager not matched · Collective trust | $134K | 1.0% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $54K | 0.4% |
| Mid Cap Value I1 Manager not matched · Collective trust | $51K | 0.4% |
| 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 |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
8 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 9 by compensation.
| Provider | Compensation |
|---|---|
T ROWE PRICE RPS INC1 year Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 Recordkeeping | $29,692 |
AMERICAN FUNDS3 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 Investment Management | $0 |
AMERICAN FUNDS3 years Service code 28 Investment Management | $0 |
COHEN & STEERS3 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 Investment Management | $0 |
DIMENSIONAL FUND ADVISORS3 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 Investment Management | $0 |
EAGLEASSET3 years Service code 28 · EIN 59-3171014 Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 Investment Management | $0 |
LEGG MASON3 years Service code 28 · EIN 52-1200960 Investment Management | $0 |
PIMCO FUNDS3 years Service code 28 · EIN 33-0629048 Investment Management | $0 |
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 2024 filing.
2 contacts
6 filings · 2019 to 2024