Filings through .
3 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 7 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
6 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$84K in admin expenses, $356 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 11 lines in all, holding $13.5M of the plan's $13.7M. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 94% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $12.8M | 94.2% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $258K | 1.9% |
| Fidelity Blue Chip Growth Fund Class K Fidelity (FMR) · Mutual fund | $233K | 1.7% |
| Schwab Total Stock Market Index Select Charles Schwab · Mutual fund Index | $173K | 1.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $65K | 0.5% |
| DFA Real Estate Securities Portfolio - Institutional Class Dimensional · Mutual fund | $25K | 0.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $19K | 0.1% |
| Schwab Fundamental U.S. Large Cap Index Charles Schwab · Mutual fund Index | $6K | <0.1% |
| Income Fund OF America Class R-6 Capital Group · Mutual fund | $6K | <0.1% |
| Nuveen High Yield Fund Class R6 TIAA (Nuveen) · Mutual fund | $3K | <0.1% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
1 more fund in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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.
1 more line in this lineup is 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 |
|---|---|
M GROUP INVESTMENT ADVISOR7+ years Service code 26 · EIN 45-3838296 Advisory (Participants) | $42,133 |
Service code 13 · EIN 26-3465772 PO BOX 636 · SNOHOMISH, WA 98291 Contract Administrator | $26,855 |
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP, INC Service code 64 · EIN 23-1945930 Recordkeeping Fees | $14,645 |
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
7 filings · 2019 to 2025