Filings through .
1 of 18 flags tripped on the 2025 filing.
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.
$6K in admin expenses, $38 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds of $250K or more; 24 lines in all, holding $21.9M of the plan's $21.9M. Recordkeeper: not identified.
Target-date series: Fidelity Freedom Index, mutual fund, 41% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $9.1M | 41.5% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $2.7M | 12.4% |
| Vanguard 500 Index Fund Large Cap Vanguard · Mutual fund Index | $2.7M | 12.3% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $955K | 4.4% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $942K | 4.3% |
| Investment Contract at Contract Value Voya Fixed Account Stable value fund Voya · Insurance contract | $919K | 4.2% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $892K | 4.1% |
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund Index | $630K | 2.9% |
| American Balanced Fund Capital Group · Mutual fund | $582K | 2.7% |
| JPMorgan Equity Income Fund Large-cap fund JPMorgan · Mutual fund | $467K | 2.1% |
| 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 |
14 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 1 fund. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchVanguard Target Retirement 2040 Fund Investor Shares to Fidelity Freedom Index 2040 Fund | $8.2M to $9.1M |
| DroppedPIMCO Stocks Plus Small Cap Fund Small-cap fund | $307K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 4 renames.
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.
14 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 |
|---|---|
CREATIVE PLANNING LLC3+ years Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 Other Fees | $40,221 |
VOYA FINANCIAL ADVISORS INC3+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 26 · EIN 71-0294708 Advisory (Participants) | $4,279 |
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