Filings through .
3 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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.
Showing the 2025 filing, 1 of 3 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
2 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$31K in admin expenses, $83 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
4 funds of $250K or more; 9 lines in all, holding $2.6M of the plan's $2.6M. Recordkeeper: not identified.
Target-date series: T. Rowe Price Retirement, mutual fund, 89% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $2.3M | 88.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $120K | 4.6% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $106K | 4.1% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $19K | 0.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $17K | 0.7% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $10K | 0.4% |
| T. Rowe Price Government Money Fund, Inc. T. Rowe Price Government Money Fund- I Class T. Rowe Price · Mutual fund | $8K | 0.3% |
| Vanguard Morningstar Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $6K | 0.2% |
| JPMorgan High Yield Fund Class R6 JPMorgan · Mutual fund | $2K | <0.1% |
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.
8 feature codes on the 2025 filing.
3 contacts
3 filings · 2023 to 2025