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 8 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
7 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$6K in admin expenses, $43 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds of $250K or more; 17 lines in all, holding $5.4M of the plan's $5.5M. Recordkeeper: not identified.
Target-date series: American Funds Target Date, mutual fund, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $4.0M | 72.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $334K | 6.1% |
| Ultra Fund R6 Class American Century · Mutual fund | $240K | 4.4% |
| Fully Benefit-Responsive Investment Contract: Voya Retirement Insurance and Annuity Company Voya · Insurance contract | $186K | 3.4% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $128K | 2.3% |
| Vanguard Vangaurd Developed Markets Index Admiral Vanguard · Mutual fund Index | $113K | 2.1% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $99K | 1.8% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $85K | 1.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $67K | 1.2% |
| American Funds Cap Wld Growth Inc. R6 Capital Group · Mutual fund | $59K | 1.1% |
| 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
7 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 |
|---|---|
Filed as: MERRILL LYNCH, PIERCE FENNER AND SM Service code 99 Other Fees | $8,058 |
VOYA FINANCIAL ADVISORS INC8+ years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 99 · EIN 71-0294708 Other Fees | $606 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 99 · EIN 13-5674085 Other Fees | $0 |
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
8 filings · 2018 to 2025