Filings through .
3 of 19 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Possible retail share class: $39.9M
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 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.
$102K in admin expenses, $279 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 of $250K or more; 26 lines in all, holding $60.9M of the plan's $60.8M. Recordkeeper: Sentinel Benefits Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| flexPATH Index Moderate 2035 Fund Class R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $14.5M | 23.9% |
| flexPath Index Moderate Retirement Fund Class R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $8.7M | 14.4% |
| flexPATH Index Moderate 2045 Fund Class R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $7.5M | 12.2% |
| Vanguard 500 Index F Vanguard · Mutual fund Index | $5.9M | 9.7% |
| flexPATH Index Moderate 2055 Fund Class R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $3.3M | 5.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.3M | 5.4% |
| flexPath Index Aggressive 2035 Fund Class R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $3.2M | 5.2% |
| Flexpath Index Aggressive 2045 Fund Manager not matched · Mutual fund Index | $1.9M | 3.2% |
| Harbor Capital Appreciation Fd Instl Harbor Capital · Other | $1.9M | 3.1% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $1.4M | 2.4% |
| 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 |
16 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedPioneer Strategic Income Fund: Class Y | $700K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
16 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 |
|---|---|
WEALTHSPIRE ADVISORS LLC1 year Filed as: WEALTHSPIRE ADVISORS, LLC Service code 20 · EIN 13-3831584 Trustee (individual); Direct payment ... | $81,702 |
SENTINEL BENEFITS GROUP, LLC3 years Service code 15 · EIN 20-5916766 Recordkeeping | $19,951 |
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.
4 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025