Filings through .
2 of 18 flags tripped on the 2025 filing.
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 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.
$59K in admin expenses, $102 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; 20 lines in all, holding $14.7M of the plan's $15.2M. Recordkeeper: Paychex.
Target-date series: Vanguard Target Retirement, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $11.1M | 75.8% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $884K | 6.0% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $389K | 2.7% |
| Alger Focus Equity Fund Manager not matched · Mutual fund | $356K | 2.4% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $259K | 1.8% |
| Vanguard Total Retirement Income Fund Registered investment company Vanguard · Mutual fund | $211K | 1.4% |
| JPMorgan Mid Cap Growth Fund JPMorgan · Mutual fund | $197K | 1.3% |
| New Perspective Fund Capital Group · Mutual fund | $181K | 1.2% |
| Vanguard Total International Stk Index Registered Investment Company Vanguard · Mutual fund Index | $139K | 0.9% |
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund Index | $131K | 0.9% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedAlger Focus Equity Fund | $356K |
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.
10 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 |
|---|---|
LPL FINANCIAL1 year Filed as: LPL RETIREMENT PARTNERS Service code 26 · EIN 04-3046611 PO BOX 502533 · SAN DIEGO, CA 92150 Advisory (Participants) | $27,921 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 Recordkeeping | $25,120 |
LPL FINANCIAL2 years Service code 26 · EIN 04-3046611 PO BOX 502533 · SAN DIEGO, CA 92150 Advisory (Participants) | $5,083 |
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.
2 contacts
5 filings · 2021 to 2025