Filings through .
1 of 18 flags tripped on the 2025 filing.
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 4 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
3 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$62K in admin expenses, $221 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds of $250K or more; 26 lines in all, holding $13.1M of the plan's $15.5M. Recordkeeper: ADP.
Target-date series: American Funds Target Date, mutual fund, 12% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.8M | 13.6% |
| Amerfunds 2050 Targ Dateret R6 Manager not matched · Mutual fund | $1.6M | 12.2% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 2 vintages | $1.6M | 12.0% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $916K | 7.0% |
| Amerfunds 2045 Targ Dateret R6 Manager not matched · Mutual fund | $897K | 6.9% |
| Amerfunds 2035 Targ Dateret R6 Manager not matched · Mutual fund | $718K | 5.5% |
| Amerfunds 2030 Targ Dateret R6 Manager not matched · Mutual fund | $684K | 5.2% |
| Amerfunds 2040 Targ Dateret R6 Manager not matched · Mutual fund | $601K | 4.6% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund | $588K | 4.5% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $581K | 4.4% |
| 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.
Dropped 1 fund. Moved 1 fund from collective trust to mutual fund.
| Fund | Year-end value |
|---|---|
| DroppedVanguard Equity Income Fund Admiral Shares | $1.7M |
| Collective trust to mutual fundIshares S&P 500 Index FD CL K to iShares S&P 500 Index Fund Class K Shares | $1.1M to $581K |
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.
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 |
|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $39,876 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 15 · EIN 20-8764829 Recordkeeping | $22,300 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
3 contacts
4 filings · 2022 to 2025