Filings through .
3 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
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.
$59K in admin expenses, $534 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, counting each target-date vintage; shown as 16 lines, holding $28.9M of the plan's $29.0M. Recordkeeper: Newport Group.
Target-date series: Vanguard Target Retirement, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $20.2M | 70.1% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $2.3M | 7.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $954K | 3.3% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $876K | 3.0% |
| Harbor Capital Appreciation Fund Harbor Capital · Mutual fund | $719K | 2.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $708K | 2.5% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $670K | 2.3% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $533K | 1.8% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $519K | 1.8% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $330K | 1.1% |
| 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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.
6 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 |
|---|---|
BURTON ENRIGHT WELCH1 year Filed as: BURTON WELCH ENRIGHT Service code 50 850 MT DIABLO BLVD · WALNUT CREEK, CA 94596 Direct Payment | $40,012 |
NEWPORT GROUP, INC.8 years Service code 37 · EIN 27-2037969 Loan Processing | $18,742 |
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 January 17, 2002.
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.
3 contacts
11 filings · 2015 to 2025