Filings through .
4 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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$50K in admin expenses, $162 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; 10 lines in all, holding $5.9M of the plan's $6.0M. Recordkeeper: not identified.
Target-date series: BlackRock LifePath Index, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.1M | 35.6% |
| Fidelity Fidleity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 19.7% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $890K | 15.0% |
| Standard Stable Asset Fund StanCorp (Meiji Yasuda) · Insurance contract | $855K | 14.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $421K | 7.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $408K | 6.9% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $48K | 0.8% |
| U.S. Small Cap Value Portfolio Dimensional · Mutual fund | $10K | 0.2% |
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 2 vintages | $8K | 0.1% |
| Franklin Templeton Frankin Real Estate Securities Fund Franklin Templeton · Mutual fund | $5K | <0.1% |
Added 5 funds, dropped 7 funds.
| Fund | Year-end value |
|---|---|
| AddedFidelity 500 Index Fund | $2.1M |
| AddedFidelity Fidleity International Index Fund | $1.2M |
| DroppedMoA Clear Passage 2035 Fund | $923K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
9 more changes 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 |
|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 Custodial (other than securities); Sh... | $19,450 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 Advisory (Plan) | $14,431 |
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
11 filings · 2015 to 2025