Filings through .
3 of 19 flags tripped on the 2025 filing.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Possible retail share class: $2K
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 2025 filing, 1 of 4 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
3 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$18K in admin expenses, $79 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
22 funds hold $1.5M of the plan's $1.5M. Recordkeeper: not identified.
Target-date series: Nuveen Lifecycle Index, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 10 vintages | $850K | 55.9% |
| Charles Schwab Charles Schwab · Mutual fund | $142K | 9.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $134K | 8.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $126K | 8.3% |
| Voya Retirement Insurance and Annuity CGroup Annuity Contract Voya · Insurance contract | $85K | 5.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $37K | 2.4% |
| BlackRock Technology Opportunities Fund Class K BlackRock · Mutual fund | $26K | 1.7% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $26K | 1.7% |
| Pgim Jennison International Opportunities Fund Class R6 Prudential (PGIM) · Mutual fund | $18K | 1.2% |
| Loomis Sayles Investment Grade Bond Fund Class N Natixis IM · Mutual fund | $16K | 1.1% |
| 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 |
12 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
12 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 4 by compensation.
| Provider | Compensation |
|---|---|
Service code 26 · EIN 47-1411118 Advisory (Participants) | $6,410 |
Filed as: ARES RETIREMENT PLAN SERVICES, LLC Service code 49 Other Services | $316 |
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES INC. Service code 49 Other Services | $258 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 Advisory (Participants) | $0 |
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
4 filings · 2022 to 2025