Filings through .
1 of 17 flags tripped on the 2025 filing.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 8 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
7 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$87K in admin expenses, $115 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more; 16 lines in all, holding $14.6M of the plan's $15.1M. Recordkeeper: Paychex.
Target-date series: SSgA Target Retirement, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 10 vintages | $11.2M | 76.5% |
| State Street Equity 500 Index Fund Class K State Street (SSgA) · Collective trust Index | $889K | 6.1% |
| State Street Target Retirement Fund Class K State Street (SSgA) · Mutual fund | $567K | 3.9% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $462K | 3.2% |
| Nuveen Equity Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $353K | 2.4% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $225K | 1.5% |
| Fidelity Registered Investment Companies Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $225K | 1.5% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $178K | 1.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $176K | 1.2% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $165K | 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.
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 4 by compensation.
| Provider | Compensation |
|---|---|
PAYCHEX, INC.8 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 Recordkeeping | $41,201 |
Filed as: WINDWARD CAPITAL MANAGEMENT CO. Service code 26 11111 SANTA MONICA BLVD. · LOS ANGELES, CA 90025 Advisory (Participants) | $19,583 |
S L REED & COMPANY8 years Filed as: S.L. REED & COMPANY Service code 26 11111 SANTA MONICA BLVD. · LOS ANGELES, CA 98025 Advisory (Participants) | $17,784 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 353 N CLARK STREET · CHICAGO, IL 60654 Advisory (Plan) | $7,645 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
3 contacts
8 filings · 2017 to 2025