Filings through .
4 of 18 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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$67K in admin expenses, $144 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
12 funds of $250K or more; 63 lines in all, holding $14.6M of the plan's $14.6M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Lifestyle Balanced Manager not matched · Separate account | $2.5M | 17.3% |
| Lifestyle Aggressive Manager not matched · Separate account | $2.5M | 16.8% |
| Lifestyle Growth Manager not matched · Separate account | $2.4M | 16.5% |
| Blue Chip Growth Fund Manager not matched · Separate account | $936K | 6.4% |
| Tclc 2040 Manager not matched · Separate account | $802K | 5.5% |
| Science & Technology Fund Manager not matched · Separate account | $560K | 3.8% |
| Total Stock Market Index Fund Manager not matched · Separate account Index | $497K | 3.4% |
| T. Rowe Price Science & Tech T. Rowe Price · Separate account | $468K | 3.2% |
| Lifestyle Moderate Manager not matched · Separate account | $321K | 2.2% |
| VG Short Term Bond Pooled separate account Vanguard · Separate account | $319K | 2.2% |
| 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 |
53 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighJohn Hancock USA to T. Rowe Price Science & Tech | $752K to $468K |
| AddedScience & Technology Fund | $560K |
| DroppedJohn Hancock USA | $351K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 8 renames.
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.
53 more lines and 1 more change 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.
This plan did not file a Schedule C with its most recent Form 5500, so no paid service providers are listed.
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
Filed March 24, 1997.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
11 filings · 2015 to 2025