Filings through .
3 of 19 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Possible retail share class: $10K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$100 in admin expenses, $0 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
7 funds of $250K or more; 99 lines in all, holding $8.3M of the plan's $10.1M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| VY TRwPr Cap Apprec Port Srv T. Rowe Price · Mutual fund | $1.1M | 12.9% |
| Fidelity VIP Contrafund Pt I Fidelity (FMR) · Mutual fund | $625K | 7.5% |
| Voya Government Money Market Portfolio Class I Voya · Money market | $603K | 7.2% |
| Voya Growth and Income Port I Voya · Separate account | $374K | 4.5% |
| Fidelity VIP Eqty-Inc Prt I Fidelity (FMR) · Mutual fund | $346K | 4.2% |
| Voya Russell LCp Gr Ind Prt I Voya · Mutual fund | $312K | 3.7% |
| Voya Amer Fnds Wash Mutual Inv R4 Voya · Mutual fund | $268K | 3.2% |
| Voya Solution 2035 Port Srv Voya · Mutual fund | $246K | 3.0% |
| Voya VY Col Contr Core Port Srv Voya · Mutual fund | $240K | 2.9% |
| Voya Amer Fnds The Grw of Amer R4 Voya · Mutual fund | $230K | 2.8% |
| 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 |
89 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 3 funds, dropped 2 funds. Changed vehicle on 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVY(R) T. Rowe Price Capital Appreciation Portfolio (Service) | $1.4M |
| AddedVY TRwPr Cap Apprec Port Srv | $1.1M |
| Other vehicle moveVoya Growth and Income Portfolio Class I to Voya Growth and Income Port Imutual fund to separate account | $347K to $374K |
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.
89 more lines and 3 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.
This plan did not file a Schedule C with its most recent Form 5500, so no paid service providers are listed.
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.
2 contacts
11 filings · 2015 to 2025