Filings through .
5 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $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. Free for 7 days, then $49 a month.
$15K in admin expenses, $124 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
5 funds of $250K or more; 8 lines in all, holding $2.2M of the plan's $2.3M. Recordkeeper: Cetera Financial Group.
Target-date series: T. Rowe Price Retirement, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 6 vintages | $1.5M | 67.2% |
| Invesco Stable Asset Fund Invesco · Stable value Stable value | $291K | 13.0% |
| State Street US Bond Index Securities Lending Fund Viii State Street (SSgA) · Collective trust Index | $197K | 8.8% |
| State Street S&P Mid Cap Index Non-Lending Class J State Street (SSgA) · Collective trust Index | $119K | 5.3% |
| State Street S&P 500 Index Fund Class N State Street (SSgA) · Mutual fund Index | $98K | 4.4% |
| State Street State Street Russell Small Cap Index Viii State Street (SSgA) · Mutual fund Index | $16K | 0.7% |
| State Street International Index Securities Lending Fund VII State Street (SSgA) · Collective trust Index | $9K | 0.4% |
| T. Rowe Price Retirement Balanced Fund T. Rowe Price · Mutual fund | $3K | 0.1% |
No lineup changes between the 2024 and 2025 filings.
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, not money moved.
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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
CETERA FINANCIAL GROUP5 years Filed as: CETERA ADVISOR NETWORKS LLC Service code 15 · EIN 95-3845382 Recordkeeping | $8,216 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $3,456 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 Other Services | $0 |
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.
4 contacts
11 filings · 2015 to 2025