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).
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$100K in admin expenses, $304 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
24 funds of $250K or more; 31 lines in all, holding $31.5M of the plan's $31.8M. Recordkeeper: Morgan Stanley.
Target-date series: BlackRock LifePath Index, other, 30% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Separate account Target-date, 8 vintages | $9.6M | 30.5% |
| BlackRock Sustainable Balanced Fund BlackRock · Separate account | $7.8M | 24.8% |
| Nuveen Winslow Large-Cap Growth ESG Fund TIAA (Nuveen) · Separate account | $2.8M | 8.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $1.8M | 5.7% |
| Goldman Sachs Financial Square Government Fund Goldman Sachs · Money market | $1.6M | 5.0% |
| Putnam Large Cap Value Fund Franklin Templeton · Separate account | $1.0M | 3.3% |
| American Funds International Vantage Fund Capital Group · Separate account | $932K | 3.0% |
| U.S. Sustainability Core 1 Portfolio Shares Dimensional · Separate account | $820K | 2.6% |
| Vanguard Small-Cap Index Fund Vanguard · Separate account Index | $562K | 1.8% |
| Vanguard Small Cap Value Index Vanguard · Separate account Index | $481K | 1.5% |
| 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 |
21 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
21 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 4 by compensation.
| Provider | Compensation |
|---|---|
AMERITAS LIFE INSURANCE CORP7 years Filed as: AMERITAS Service code 12 PO BOX 385017 · BIRMINGHAM, AL 35238-5017 Consulting (general); Participant loa... | $47,561 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 13 1300 THAMES STREET WHARF · BALTIMORE, MD 21231-9907 Contract Administrator | $30,303 |
FLYNN, SHOJINAGA & ASSOCIATES, INC.10+ years Service code 12 1320 HARBOR BAY PKWY · ALAMEDA, CA 94502 Consulting (general); Participant loa... | $12,095 |
Service code 10 3150 ALMADEN EXPRESSWAY · SAN JOSE, CA 95118 Accounting | $9,720 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
Filed September 10, 2014.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
2 contacts
10 filings · 2016 to 2025