Filings through .
2 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 3 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
2 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$36K in admin expenses, $177 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
5 funds of $250K or more; 10 lines in all, holding $5.3M of the plan's $8.0M. Recordkeeper: ADP.
| Fund | Dollars | % of funds% |
|---|---|---|
| Flexpath IDX MOD RET R1 Manager not matched · Other Index | $2.1M | 40.6% |
| Flexpath IDX MOD 2055 R1 Manager not matched · Other Index | $993K | 18.8% |
| Flexpath IDX MOD 2045 R1 Manager not matched · Other Index | $904K | 17.1% |
| Flexpath IDX MOD 2035 R1 Manager not matched · Other Index | $811K | 15.4% |
| Flexpath IDX MOD 2065 R1 Manager not matched · Other Index | $353K | 6.7% |
| PIMCO RAE US Small Fund Institutional Class PIMCO (Allianz) · Mutual fund | $31K | 0.6% |
| Flexpath IDX AGG 2055 R1 Manager not matched · Other Index | $23K | 0.4% |
| Attachment to 2025 Form Manager not matched · Other | $11K | 0.2% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $7K | 0.1% |
| Flexpath IDX CON 2065 R1 Manager not matched · Other Index | $470 | <0.1% |
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.
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 |
|---|---|
PARK CAPITAL MANAGEMENT LLC3+ years Filed as: PARK CAPITAL MANAGEMENT, LLC Service code 15 · EIN 27-0974719 Recordkeeping | $7,674 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $5,428 |
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
3 filings · 2023 to 2025