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 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.
$84K in admin expenses, $82 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
16 funds of $250K or more; 18 lines in all, holding $27.8M of the plan's $28.8M. Recordkeeper: not identified.
Target-date series: American Funds Target Date, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $21.3M | 76.9% |
| Registered American Date Retirement Capital Group · Mutual fund | $2.6M | 9.4% |
| Date Retire Vanguard 500 Index Adm Vanguard · Mutual fund Index | $799K | 2.9% |
| Victory Sycamore Small Co. Registered Investment Company Victory Capital · Mutual fund | $788K | 2.8% |
| American Funds Small Cap Capital Group · Mutual fund | $476K | 1.7% |
| Standard Stable Asset Fund III Manager not matched · Insurance contract | $429K | 1.5% |
| New World Fund Inc Capital Group · Mutual fund | $344K | 1.2% |
| Perspective Vanguard Ftse Social Index Registered Investment Company Vanguard · Mutual fund Index | $340K | 1.2% |
| Vanguard Total Bond Adm Vanguard · Mutual fund | $178K | 0.6% |
| American Funds Amer Mutual Fund Capital Group · Mutual fund | $131K | 0.5% |
| 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 |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedRegistered American Date Retirement | $2.6M |
| AddedAmerican Funds Small Cap | $476K |
| DroppedJPMorgan Large Cap Growth Fund Class R6 | $470K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
8 more lines and 1 more change 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 |
|---|---|
NWPS3 years Service code 99 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 Other Fees | $53,664 |
RBC WEALTH MANAGEMENT5 years Service code 26 · EIN 41-1416330 Advisory (Participants) | $26,278 |
Filed as: MATRIX TRUST COMPANY Service code 18 · EIN 75-3182674 Trustee (bank, trust company, or simi... | $4,519 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
Filed December 16, 2013.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
11 filings · 2015 to 2025