Filings through .
No flags tripped on the 2025 filing.
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.
$15K in admin expenses, $72 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
27 funds of $250K or more; 48 lines in all, holding $35.1M of the plan's $35.6M. Recordkeeper: ADP.
Target-date series: T. Rowe Price Retirement, mutual fund, 12% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Ssga S&P 500 Index Fund State Street (SSgA) · Collective trust Index | $6.0M | 17.0% |
| Fidelity Balanced Fund Fidelity (FMR) · Mutual fund | $5.3M | 15.0% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 5 vintages | $4.2M | 11.9% |
| Fidelity Growth Company Fund Fidelity (FMR) · Mutual fund | $2.7M | 7.8% |
| Invesco Stable Value Fund Invesco · Insurance contract | $1.6M | 4.7% |
| Loomis Sayles Growth Fund Natixis IM · Mutual fund | $1.6M | 4.6% |
| Vanguard Info Tech Index Admira Vanguard · Mutual fund Index | $1.3M | 3.7% |
| Invesco Main Street Fund Class Y Invesco · Mutual fund | $1.3M | 3.6% |
| The Hartford International Opportunities Fund Class R5 Hartford Funds · Mutual fund | $1.1M | 3.2% |
| Thornburg Thornburg Global Opps R5 Thornburg · Other | $919K | 2.6% |
| 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 |
38 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedHartford Hartford Short Cap Growth HLS IA | $293K |
| AddedSmall CAP Growth Fund R6 Class | $290K |
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.
38 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-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $14,535 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 Other Services | $0 |
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
2 filings · 2024 to 2025