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.
$23K in admin expenses, $144 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
14 funds of $250K or more; 22 lines in all, holding $12.7M of the plan's $12.8M. Recordkeeper: not identified.
Target-date series: American Funds Target Date, mutual fund, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $6.0M | 46.9% |
| iShares Core S&P Total U.S. Stock Market ETF BlackRock · ETF Index | $1.9M | 15.0% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $624K | 4.9% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $598K | 4.7% |
| Washington Mutual Investors Fund Capital Group · Mutual fund | $500K | 3.9% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $432K | 3.4% |
| Euro Pacific Fund Manager not matched · Mutual fund | $380K | 3.0% |
| iShares Core MSCI EAFE ETF BlackRock · ETF Index | $369K | 2.9% |
| Vanguard Small-Cap Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $305K | 2.4% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $295K | 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 |
12 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds. Changed share class on 3 funds.
| Fund | Year-end value |
|---|---|
| AddediShares Core S&P Total U.S. Stock Market ETF | $1.9M |
| Share class changeVanguard Mid-Cap Index Fund Admiral Shares to Vanguard Mid-Cap Index Fund Investor Shares | $525K to $598K |
| AddediShares Core MSCI EAFE ETF | $369K |
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.
12 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 1 by compensation.
| Provider | Compensation |
|---|---|
SAGE ADVISORY SERVICES5 years Filed as: SAGE ADVISORS, LLC Service code 28 · EIN 91-2096023 1200 FIFTH AVE., STE 830 · SEATTLE, WA 98101 Investment Management | $22,164 |
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