Filings through .
2 of 18 flags tripped on the 2024 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Fewer than 3 years of filings on record. Charts show once 3 consecutive filings are on file.
$17K in admin expenses, $12 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; 30 lines in all, holding $16.8M of the plan's $17.7M. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| ONE Choice 2040 Portfolio R6 Class American Century · Mutual fund | $2.6M | 15.5% |
| ONE Choice 2045 Portfolio R6 Class American Century · Mutual fund | $2.0M | 11.9% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $1.7M | 10.2% |
| Vanguard S&P 500 Value Index Fund Institutional Shares Vanguard · Mutual fund Index | $1.2M | 7.4% |
| ONE Choice 2035 Portfolio R6 Class American Century · Mutual fund | $1.2M | 7.3% |
| ONE Choice 2050 Portfolio R6 Class American Century · Mutual fund | $1.0M | 6.1% |
| Franklin Small CAP Growth Fund Class R6 Franklin Templeton · Mutual fund | $926K | 5.5% |
| ONE Choice 2055 Portfolio R6 Class American Century · Mutual fund | $878K | 5.2% |
| ONE Choice 2030 Portfolio R6 Class American Century · Mutual fund | $719K | 4.3% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $703K | 4.2% |
| 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 |
20 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
20 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.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
Service code 15 · EIN 13-3689044 Recordkeeping | $8,805 |
Filed as: JAFFE TILCHIN INVESTMENT PARTNERS L Service code 16 · EIN 90-0591692 Consulting | $8,105 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2024 filing.
2 contacts
1 filing