Filings through .
2 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$70K in admin expenses, $495 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
19 funds of $250K or more; 23 lines in all, holding $21.9M of the plan's $22.4M. Recordkeeper: Vanguard.
Target-date series: BlackRock LifePath Index, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $11.7M | 53.3% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $1.9M | 8.5% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.6M | 7.5% |
| Fidelity Blue Chip Growth Fund Class K Fidelity (FMR) · Mutual fund | $1.2M | 5.4% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $873K | 4.0% |
| Vanguard Energy Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $836K | 3.8% |
| Schwab Total Stock Market Index Select Charles Schwab · Mutual fund Index | $713K | 3.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $471K | 2.2% |
| Schwab Fundamental U.S. Large Comp Index Charles Schwab · Mutual fund Index | $471K | 2.2% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $435K | 2.0% |
| 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 |
13 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighAmerican Funds Growth Fund of Amer R6 to Fidelity Blue Chip Growth Fund Class K | $1.3M to $1.2M |
| AddedSchwab Fundamental U.S. Large Comp Index | $471K |
| DroppedNuveen Large Cap Value Index Fund Class R6 | $373K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
13 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 |
|---|---|
M GROUP INVESTMENT ADVISOR10+ years Service code 27 · EIN 45-3838296 Advisory (Plan) | $54,299 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 Recordkeeping | $15,543 |
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.
2 contacts
11 filings · 2015 to 2025