Filings through .
3 of 18 flags tripped on the 2025 filing.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 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.
$228K in admin expenses, $191 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more; 21 lines in all, holding $20.2M of the plan's $20.6M. Recordkeeper: not identified.
Target-date series: Voya Target Solution, other, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Target Solution Voya · Insurance contract Target-date, 8 vintages | $13.9M | 68.8% |
| Voya Target Solution Voya · Separate account Target-date, 1 vintage | $2.3M | 11.2% |
| Voya Target Solution Trust Fd: Inc CIB Voya · Insurance contract | $800K | 4.0% |
| J.P. Morgan Asset Management JPMorgan · Mutual fund | $642K | 3.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $498K | 2.5% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $329K | 1.6% |
| MFS Technology Fund R6 MFS (Sun Life) · Mutual fund | $215K | 1.1% |
| contract: Voya Fixed Account Voya · Insurance contract | $197K | 1.0% |
| Pioneer Strategic Income Fund: Class K Victory Capital · Mutual fund | $189K | 0.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund | $165K | 0.8% |
| 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 |
11 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
11 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 5 by compensation.
| Provider | Compensation |
|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLD CO Service code 99 · EIN 84-4519624 Other Fees | $53,891 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 49 10319 DAWSONS CREEK BLVD, SUITE A · FORT WAYNE, IN 46825 Other Services | $10,879 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION Service code 99 Other Fees | $4,373 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL PLANNING Service code 99 · EIN 71-0294708 Other Fees | $0 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 Advisory (Participants) | $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 2025 filing.
3 contacts
6 filings · 2020 to 2025