Filings through .
2 of 17 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.
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.
Fewer than 3 years of filings on record. Charts show once 3 consecutive filings are on file.
$9K in admin expenses, $84 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
2 funds of $250K or more; 16 lines in all, holding $1.0M of the plan's $1.1M. Recordkeeper: ADP.
| Fund | Dollars | % of funds% |
|---|---|---|
| Matrix Trust Company Retirement Advocate Aggressive Fund Manager not matched · Collective trust | $529K | 50.7% |
| Matrix Trust Company Retirement Advocate Moderate Aggressive Manager not matched · Collective trust | $307K | 29.4% |
| Matrix Trust Company Retirement Advocate Moderate Manager not matched · Collective trust | $89K | 8.6% |
| Growth Fund OF America Capital Group · Mutual fund | $24K | 2.3% |
| Matrix Trust Company Retirement Advocate Moderate Conservative Manager not matched · Collective trust | $20K | 2.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $15K | 1.4% |
| Principal Global Investors Trust Company Morley Stable Value Fund Principal · Stable value Stable value | $15K | 1.4% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $10K | 0.9% |
| American Beacon Small Cap Value Fund American Beacon (Resolute) · Mutual fund | $9K | 0.8% |
| Goldman Sachs Emerging Markets Fund Goldman Sachs · Mutual fund | $9K | 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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.
6 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 2 by compensation.
| Provider | Compensation |
|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $4,128 |
Service code 59 · EIN 94-1737782 Shareholder Servicing | $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.
2 contacts
2 filings · 2024 to 2025