Filings through .
3 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Few collective trusts
<1% 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.
$92K in admin expenses, $123 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds of $250K or more; 22 lines in all, holding $11.3M of the plan's $11.3M. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 89% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $10.1M | 89.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $372K | 3.3% |
| ► Oracle AZ Partners, LLC 401(k) Plan date, rate of interest, collateral, par or maturity Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $184K | 1.6% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund | $161K | 1.4% |
| Nuveen Large Cap Growth Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $109K | 1.0% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $106K | 0.9% |
| Janus Henderson Enterprise Fund Class N Janus Henderson · Mutual fund | $104K | 0.9% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $25K | 0.2% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $22K | 0.2% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $20K | 0.2% |
| 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 |
12 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
12 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 3 by compensation.
| Provider | Compensation |
|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 Recordkeeping | $55,295 |
APRIO WEALTH MANAGEMENT1 year Filed as: APRIO WEALTH MANANGEMENT Service code 26 2002 SUMMIT BLVD · ATLANTA, GA 30328 Advisory (Participants) | $26,293 |
Service code 13 PO BOX 117310 · ATLANTA, GA 30319 Contract Administrator | $21,285 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
2 contacts
3 filings · 2023 to 2025