Filings through .
1 of 18 flags tripped on the 2025 filing.
Possible retail share class: $5.9M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$21K in admin expenses, $101 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more; 32 lines in all, holding $9.2M of the plan's $10.0M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| AB Large Cap Grw Fnd Z AllianceBernstein · Separate account | $1.3M | 14.2% |
| JPMorgan US Equity Fund R6 Pooled Separate Account JPMorgan · Separate account | $882K | 9.6% |
| MyCompass Ind Moderate 2065 R Manager not matched · Collective trust | $817K | 8.9% |
| MyCompass Ind Moderate 2035 R Manager not matched · Collective trust | $793K | 8.6% |
| Amer Fnds New Perspective R6 Pooled Separate Account Capital Group · Separate account | $721K | 7.8% |
| MyCompass Ind Moderate 2055 R Manager not matched · Collective trust | $665K | 7.2% |
| MyCompass Ind Moderate 2045 R Manager not matched · Collective trust | $613K | 6.6% |
| Vangrd 500 Index Fund Adm Pooled separate account Vanguard · Separate account Index | $504K | 5.5% |
| Pgim Total Return Bond R6 Pooled separate account Prudential (PGIM) · Separate account | $426K | 4.6% |
| MyCompass Ind Moderate Retirement R Manager not matched · Collective trust | $425K | 4.6% |
| 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 |
22 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 1 fund. Changed vehicle on 5 funds.
| Fund | Year-end value |
|---|---|
| Other vehicle moveAB Large Cap Growth Fund Class Z to AB Large Cap Grw Fnd Zmutual fund to separate account | $1.3M to $1.3M |
| Other vehicle moveJPMorgan U.S. Equity Fund Class R6 to JPMorgan US Equity Fund R6 Pooled Separate Accountmutual fund to separate account | $788K to $882K |
| AddedAmer Fnds New Perspective R6 Pooled Separate Account | $721K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
22 more lines and 5 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 |
|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES Service code 99 · EIN 04-2675571 Other Fees | $29,387 |
MORNINGSTAR3 years Service code 27 Advisory (Plan) | $1,262 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025