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.
$182K in admin expenses, $249 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 of $250K or more; 20 lines in all, holding $15.8M of the plan's $20.9M. Recordkeeper: Benefit Administration.
Target-date series: T. Rowe Price Retirement, mutual fund, 13% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fht C - Aggressive Growt H Manager not matched · Collective trust | $3.6M | 22.5% |
| Fht C - Moderat E Conservat Ive Manager not matched · Collective trust | $2.7M | 16.8% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $2.0M | 12.6% |
| Fidelit Y Cont RA Fund Manager not matched · Mutual fund | $1.9M | 11.9% |
| Fidelit Y Slct T Echnology Manager not matched · Mutual fund | $1.3M | 8.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $702K | 4.4% |
| Fht C - Conservative Manager not matched · Collective trust | $663K | 4.2% |
| T. Rowe Price Value Fund, Inc. T. Rowe Price · Mutual fund | $647K | 4.1% |
| Columbia Cont Rarian Cor FD CL Inst 3 Ameriprise (Columbia Threadneedle) · Mutual fund | $369K | 2.3% |
| Vanguard Small Cap Value Index Admir Vanguard · Mutual fund Index | $360K | 2.3% |
| 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 3 funds, dropped 4 funds.
| Fund | Year-end value |
|---|---|
| DroppedFidelity Select Technology Portfolio | $1.6M |
| AddedFidelit Y Slct T Echnology | $1.3M |
| DroppedColumbia Contrarian Core Fund Institutional 3 Class | $828K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 6 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 2 by compensation.
| Provider | Compensation |
|---|---|
BENEFIT ADMINISTRATION, INC.11+ years Filed as: BENEFIT ADMINISTRATION COMPANY Service code 15 · EIN 91-1999591 Recordkeeping | $37,453 |
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 15 · EIN 13-3689044 Recordkeeping | $28,159 |
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
11 filings · 2015 to 2025