Filings through .
6 of 19 flags tripped on the 2024 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Possible retail share class: $98K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$171 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.
12 funds hold $99K of the plan's $99K. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $46K | 46.5% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $29K | 29.6% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $8K | 8.4% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $8K | 8.4% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $4K | 3.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $1K | 1.4% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $491 | 0.5% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $454 | 0.5% |
| DFA Global Real Estate Securities Portfolio Shares Dimensional · Mutual fund | $398 | 0.4% |
| Nuveen Core Impact Bond Fund Retirement Class TIAA (Nuveen) · Mutual fund Possible retail class A | $322 | 0.3% |
| 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 |
2 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
2 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 2024 filing.
2 contacts
1 filing