Filings through .
No flags tripped on the 2025 filing.
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.
$340K in admin expenses, $52 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
23 funds of $250K or more, counting each target-date vintage; shown as 13 lines, holding $524M of the plan's $589M. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, collective trust, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $206M | 39.4% |
| December 31, 2025 and Manager not matched · Other | $83.2M | 15.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $64.9M | 12.4% |
| Vanguard Eqty Inc Fnd Adm Vanguard · Mutual fund Recordkeeper's own fund | $48.0M | 9.2% |
| Vanguard Extend Mkt Index Inst Registered investment companies Vanguard · Mutual fund IndexRecordkeeper's own fund | $42.9M | 8.2% |
| Eupac Fund Capital Group · Mutual fund | $20.5M | 3.9% |
| Vanguard Retire Savings TR IlI Vanguard · Stable value Stable valueRecordkeeper's own fund | $19.7M | 3.8% |
| Vanguard Tat Retire Inc Trust II Vanguard · Collective trust Recordkeeper's own fund | $10.3M | 2.0% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $9.1M | 1.7% |
| Vanguard Total Intl Stk indx Inst'l Registered investment companies Capital Group · Mutual fund | $8.7M | 1.7% |
| 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.
Added 2 funds, dropped 2 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVanguard Institutional Index Fund Institutional Shares | $73.1M |
| AddedVanguard Tat Retire Inc Trust II | $10.3M |
| ReplacedHighVanguard Total Intl Stk lndx lnst'I to Vanguard Total Intl Stk indx Inst'l Registered investment companies | $5.5M to $8.7M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 3 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.
3 more lines and 2 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 2 by compensation.
| Provider | Compensation |
|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 Recordkeeping | $324,250 |
HIGHLAND CAPITAL MANAGEMENT2 years Filed as: HIGHLAND CAPITAL ADVISORS LLC Service code 16 · EIN 20-4284376 Consulting | $15,258 |
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.
Filed September 23, 2015 (most recent of 2 filings on file).
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