Filings through .
1 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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 5 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
4 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$35K in admin expenses, $237 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; 17 lines in all, holding $5.6M of the plan's $6.2M. Recordkeeper: Paychex.
Target-date series: American Funds Target Date, collective trust, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Collective trust Target-date, 12 vintages | $4.2M | 74.9% |
| Standard Stable Asset Fund II Manager not matched · Insurance contract | $445K | 7.9% |
| Bond Fund OF America Capital Group · Mutual fund | $366K | 6.5% |
| American Balanced Fund Capital Group · Mutual fund | $226K | 4.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $143K | 2.6% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $65K | 1.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $61K | 1.1% |
| T. Rowe Price Mid-Cap Value Fund, Inc. T. Rowe Price · Mutual fund | $25K | 0.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $22K | 0.4% |
| Fidelity Mid Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $20K | 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustAmerican Funds 2040 Target Date Retirement Fund to American Funds Target Date 2040 Trust | $4.0M to $4.2M |
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 |
|---|---|
EVERHART ADVISORS5+ years Service code 26 · EIN 31-1440043 5200 RINGS ROAD · DUBLIN, OH 43017 Advisory (Participants) | $15,719 |
PAYCHEX, INC.5+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 Recordkeeping | $13,154 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 Contract Administrator | $5,600 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
4 contacts
5 filings · 2021 to 2025