Filings through .
3 of 18 flags tripped on the 2025 filing.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 5 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
4 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$6K in admin expenses, $16 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 hold $781K of the plan's $856K. Recordkeeper: not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 82% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $639K | 81.7% |
| Vanguard Inflation-Protected Securities Fund Investor Shares Vanguard · Mutual fund | $40K | 5.1% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $21K | 2.6% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $19K | 2.4% |
| Fidelity U.S. Sustainability Index Fund Fidelity (FMR) · Mutual fund | $12K | 1.5% |
| BlackRock Advantage Small Cap BlackRock · Mutual fund | $10K | 1.3% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $9K | 1.1% |
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund Index | $8K | 1.0% |
| Calvert Bond Fund Morgan Stanley · Mutual fund | $7K | 0.9% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $6K | 0.8% |
| 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 |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
5 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 |
|---|---|
AMERICAN TRUST COMPANY3 years Service code 13 · EIN 62-0951563 Contract Administrator | $5,806 |
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
5 filings · 2021 to 2025