Filings through .
1 of 18 flags tripped on the 2025 filing.
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.
$42K in admin expenses, $133 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 17 lines, holding $35.5M of the plan's $36.7M. Recordkeeper: Transamerica (Aegon).
Target-date series: Vanguard Target Retirement, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $21.2M | 59.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.7M | 7.7% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 6.7% |
| Vanguard Short-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 5.7% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 3.0% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $976K | 2.7% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $898K | 2.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $803K | 2.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $798K | 2.2% |
| Parnassus Val Eq Inv Affiliated Managers Group · Other | $753K | 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedEupac Fund Class R-6 | $898K |
| DroppedParnassus Endeaser Fund | $622K |
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.
7 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 3 by compensation.
| Provider | Compensation |
|---|---|
FIDUCIENT ADVISORS LLC5 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 Advisory (Plan) | $33,950 |
Service code 12 · EIN 13-3689044 Participant loan processing; Investme... | $8,477 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025