Filings through .
3 of 19 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Possible retail share class: $11.4M
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.
Fewer than 3 years of filings on record. Charts show once 3 consecutive filings are on file.
$85K in admin expenses, $176 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds of $250K or more; 22 lines in all, holding $11.9M of the plan's $12.0M. Recordkeeper: Avizo Group.
Target-date series: Fidelity Freedom Index, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintages | $8.8M | 74.5% |
| MFS Total Return Fund R6 MFS (Sun Life) · Mutual fund Possible retail class A | $698K | 5.9% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund Possible retail class A | $508K | 4.3% |
| State Street Equity 500 Index Fund Class K State Street (SSgA) · Mutual fund IndexPossible retail class A | $341K | 2.9% |
| Interest Cost Value Invesco Invesco · Mutual fund | $287K | 2.4% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund Possible retail class A | $229K | 1.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $207K | 1.7% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price Dividend Growth Fund-I Class T. Rowe Price · Mutual fund Possible retail class A | $176K | 1.5% |
| Interest Cost Value Vanguard Vanguard · Mutual fund | $139K | 1.2% |
| T. Rowe Price Overseas Stock T. Rowe Price · Mutual fund Possible retail class A | $93K | 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 |
12 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedInterest Cost Value Invesco | $287K |
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.
12 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 |
|---|---|
AVIZO GROUP INC1 year Filed as: AVIZO GROUP, INC., ATTN ACCOUNTS R Service code 15 · EIN 63-1031732 Recordkeeping | $37,040 |
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $35,040 |
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 Investment Management | $9,738 |
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
2 filings · 2024 to 2025