Filings through .
2 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
$35K in admin expenses, $146 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 25 lines in all, holding $23.9M of the plan's $24.4M. Recordkeeper: Ascensus.
| Fund | Dollars | % of funds% |
|---|---|---|
| Shelton Nasdaq-100 Index Instl Manager not matched · Mutual fund Index | $5.6M | 23.3% |
| Shelton Cap Mgmt S&P Smallcap Index Inv Manager not matched · Mutual fund Index | $3.5M | 14.8% |
| Shelton Cap Mgmt S&P 500 Index Inv Manager not matched · Mutual fund Index | $3.5M | 14.8% |
| Shelton International Select Equity Fund Institutional Class Manager not matched · Mutual fund | $2.6M | 10.9% |
| Shelton Cap Mgmt S&P Midcap Index Inv Manager not matched · Mutual fund Index | $2.4M | 10.2% |
| Shelton Equity Income Inv Manager not matched · Mutual fund | $1.9M | 7.9% |
| Shelton Tactical Credit Instl Manager not matched · Mutual fund | $1.7M | 6.9% |
| Shelton Cap Mgmt U.S. Govt Sec Inv Manager not matched · Mutual fund | $1.4M | 6.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $338K | 1.4% |
| Shelton Capital Mgmt US Treasury Trust Inv Manager not matched · Mutual fund | $181K | 0.8% |
| 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 |
15 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 7 funds, dropped 4 funds.
| Fund | Year-end value |
|---|---|
| AddedShelton Nasdaq-100 Index Instl | $5.6M |
| AddedShelton Cap Mgmt S&P Smallcap Index Inv | $3.5M |
| AddedShelton Cap Mgmt S&P 500 Index Inv | $3.5M |
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.
15 more lines and 8 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 1 by compensation.
| Provider | Compensation |
|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 Recordkeeping | $930 |
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.
2 contacts
11 filings · 2015 to 2025