Filings through .
2 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$57K in admin expenses, $577 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
19 funds of $250K or more; 20 lines in all, holding $10.7M of the plan's $10.8M. Recordkeeper: Transamerica (Aegon).
Target-date series: Vanguard Target Retirement, mutual fund, 11% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 12.4% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $1.2M | 11.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.1M | 10.7% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $1.0M | 9.5% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $838K | 7.8% |
| Voya Intermed Bd R6 Voya · Mutual fund | $591K | 5.5% |
| PIMCO Real Return Fund Institutional PIMCO (Allianz) · Mutual fund | $469K | 4.4% |
| DFA International Value Portfolio- Institutional Class Dimensional · Mutual fund | $460K | 4.3% |
| Fidelity Emerging Markets Fund Class K Fidelity (FMR) · Mutual fund | $446K | 4.2% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $444K | 4.1% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund, likely replaced 3 funds. Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighVanguard 500 Index Fund Admiral Shares to Fidelity 500 Index Fund | $1.4M to $1.3M |
| ReplacedHighTCW Metwest Total Return Bond Fund to Voya Intermed Bd R6 | $674K to $591K |
| Share class changeiShares MSCI EAFE International Index Fund to iShares MSCI EAFE International Index Fund Class K | $470K to $444K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 8 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.
10 more lines and 4 more changes 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 |
|---|---|
Service code 27 · EIN 04-2675571 Advisory (Plan) | $29,370 |
Service code 15 · EIN 13-3689044 Recordkeeping | $20,121 |
DEFINITI LLC3 years Filed as: DEFINITI, LLC Service code 15 · EIN 85-0833363 Recordkeeping | $7,018 |
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.
3 contacts
11 filings · 2015 to 2025