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 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$23K in admin expenses, $53 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
22 funds of $250K or more; 29 lines in all, holding $16.8M of the plan's $16.8M. Recordkeeper: not identified.
Target-date series: Vanguard Target Retirement, other, 26% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Insurance contract Target-date, 12 vintages | $4.3M | 25.8% |
| Guaranteed investment contract at contract value: Voya Retirement Insurance and Annuity Company Voya · Insurance contract | $1.6M | 9.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $1.2M | 7.2% |
| JPMorgan LgCp Grw Fnd R6 JPMorgan · Insurance contract | $1.0M | 6.2% |
| American Funds Growth Fnd R6 Capital Group · Insurance contract | $966K | 5.7% |
| Voya Mid-Cap Growth Eqty Fd 8 Voya · Insurance contract | $874K | 5.2% |
| Voya Intermediate Bond Fund Class R6 Voya · Insurance contract | $800K | 4.8% |
| American Funds Wash Mutual R6 Capital Group · Insurance contract | $695K | 4.1% |
| Vangrd Small-Cap Index Fnd Adm Vanguard · Insurance contract Index | $659K | 3.9% |
| American Funds Fdmntl Inv R6 Capital Group · Insurance contract | $643K | 3.8% |
| 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 |
19 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds.
| Fund | Year-end value |
|---|---|
| AddedVoya Intermediate Bond Fund Class R6 | $800K |
| AddedInternational Core Equity 2 Portfolio Institutional Class | $629K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
19 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 |
|---|---|
Filed as: CONCURRENT INVESTMENT ADVISORS Service code 99 Other Fees | $50,492 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 Advisory (Participants) | $6,902 |
Filed as: CONCURRENT INVESTMENT ADVISORS, LLC Service code 99 · EIN 92-1819393 Other Fees | $0 |
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
11 filings · 2015 to 2025