Filings through .
1 of 18 flags tripped on the 2025 filing.
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.
$400 in admin expenses, $1 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
25 funds of $250K or more, counting each target-date vintage; shown as 19 lines, holding $39.2M of the plan's $40.1M. Recordkeeper: Charles Schwab.
Target-date series: Vanguard Target Retirement, mutual fund, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $15.2M | 38.8% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $5.6M | 14.2% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $2.5M | 6.3% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $2.4M | 6.2% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $2.1M | 5.4% |
| Morley Stable Value Fund Principal · Stable value Stable value | $1.9M | 5.0% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $1.6M | 4.0% |
| U.S. Small Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $1.2M | 3.0% |
| Victory Trivalent International Small-Cap Fund Victory Capital · Mutual fund | $1.2M | 3.0% |
| Vanguard Select Value Fund Vanguard · Mutual fund | $846K | 2.2% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Changed share class on 3 funds.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard Growth Index Fund Admiral Shares to Vanguard Growth Index Fund Investor Shares | $2.8M to $2.5M |
| Share class changeVanguard Mid-Cap Index Fund Admiral Shares to Vanguard Mid-Cap Index Fund Investor Shares | $568K to $515K |
| Share class changeVanguard Small-Cap Index Fund Admiral Shares to Vanguard Small-Cap Index Fund Investor Shares | $355K to $344K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 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.
9 more lines 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.
4 contacts
11 filings · 2015 to 2025