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.
$45K in admin expenses, $173 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 13 lines in all, holding $20.8M of the plan's $21.0M. Recordkeeper: not identified.
Target-date series: T. Rowe Price Retirement, mutual fund, 4% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Maturity Value Value Mutual Fund Manager not matched · Mutual fund | $5.3M | 25.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.3M | 20.7% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $2.4M | 11.3% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund | $2.3M | 11.1% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $1.9M | 9.1% |
| JPMorgan Mid Cap Growth Fund JPMorgan · Mutual fund | $1.8M | 8.7% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $939K | 4.5% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 9 vintages | $836K | 4.0% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $427K | 2.1% |
| MFS Value Fund MFS (Sun Life) · Mutual fund | $383K | 1.8% |
| 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 |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedT. Rowe Price | $389K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
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.
3 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 1 by compensation.
| Provider | Compensation |
|---|---|
STANDARD RETIREMENT SERVICES4+ years Service code 12 · EIN 93-1253576 Claims processing; Recordkeeping and ... | $45,380 |
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
4 filings · 2022 to 2025