Filings through .
2 of 17 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.
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.
$37K in admin expenses, $198 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
23 funds hold $607K of the plan's $3.1M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares S&P 500 Index Fund BlackRock · ETF Index | $139K | 22.9% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $98K | 16.2% |
| Vanguard Information Technology Index Fund Vanguard · Mutual fund Index | $95K | 15.6% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $61K | 10.0% |
| Vanguard Financials Index Fund Vanguard · Mutual fund Index | $47K | 7.8% |
| BlackRock Russell BlackRock · Mutual fund | $45K | 7.5% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $19K | 3.1% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $15K | 2.5% |
| Fidelity International Small Cap Fund Fidelity (FMR) · Mutual fund | $15K | 2.4% |
| Emerging Markets Fund American Century · Mutual fund | $14K | 2.3% |
| 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 |
13 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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.
13 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 |
|---|---|
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 27 100 N BROADWAY AVENUE · ALBERT LEA, MN 56007 Advisory (Plan) | $18,630 |
PCS RETIREMENT, LLC4 years Filed as: PCS RETIREMENT LLC Service code 12 · EIN 23-3038464 Recordkeeping and information managem... | $18,209 |
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.
2 contacts
5 filings · 2021 to 2025