Filings through .
2 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.
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.
$121K in admin expenses, $269 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
43 funds of $250K or more; 64 lines in all, holding $81.6M of the plan's $87.9M. Recordkeeper: not identified.
Target-date series: T. Rowe Price Retirement, mutual fund, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $22.6M | 27.6% |
| Fidelity Contrafund Class K Fidelity (FMR) · Mutual fund | $11.2M | 13.7% |
| Total Global Stock Account TIAA (Nuveen) · Insurance contract | $5.3M | 6.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.0M | 6.1% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $3.6M | 4.4% |
| T. Rowe Price Overseas Stock Fund T. Rowe Price · Mutual fund | $3.3M | 4.0% |
| Tiaa Traditional Annuity Contract - Nonbenefit-Responsive TIAA (Nuveen) · Insurance contract | $3.1M | 3.8% |
| Global Equities Account TIAA (Nuveen) · Mutual fund | $2.4M | 3.0% |
| Growth Account TIAA (Nuveen) · Mutual fund | $2.1M | 2.5% |
| Tiaa Traditional Annuity Contract TIAA (Nuveen) · Insurance contract | $1.7M | 2.1% |
| 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 |
54 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedDodge & Cox Stock Fund Class X | $3.6M |
| AddedU.S. Targeted Value Portfolio - Institutional Class | $686K |
| DroppedJPMorgan Small Cap Value Fund Class R6 | $582K |
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.
54 more lines and 1 more change 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 |
|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 Advisory (Plan) | $8,476 |
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.
Filed February 25, 2026 (most recent of 2 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025