Filings through .
4 of 19 flags tripped on the 2025 filing.
Low participant contribution
Participant contribution per participant 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.
Possible retail share class: $1K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$17K in admin expenses, $107 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
5 funds of $250K or more; 20 lines in all, holding $4.7M of the plan's $4.7M. Recordkeeper: Sentinel Benefits Group.
Target-date series: Vanguard Target Retirement, mutual fund, 89% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Manager not matched · Mutual fund Target-date, 11 vintages | $4.2M | 89.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $159K | 3.4% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $49K | 1.0% |
| Fidelity Mid Cap Index Fundd Fidelity (FMR) · Mutual fund Index | $49K | 1.0% |
| Parnassus Core Equity Fund Institutional Shares Affiliated Managers Group · Mutual fund | $42K | 0.9% |
| Fidelity Small Cap Index Fundd Instl Prem Cl Fidelity (FMR) · Mutual fund Index | $39K | 0.8% |
| MFS High Income R5 MFS (Sun Life) · Mutual fund | $25K | 0.5% |
| Fidelity Inter Index Fund Fidelity (FMR) · Mutual fund Index | $24K | 0.5% |
| Steward Large Cap Enhanced Index Inst Manager not matched · Mutual fund Index | $22K | 0.5% |
| Fidelity Inflation-Protected Bond Index Fund Fidelity (FMR) · Mutual fund Index | $18K | 0.4% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
10 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 1 by compensation.
| Provider | Compensation |
|---|---|
Service code 15 · EIN 04-3015875 Recordkeeping | $15,131 |
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