Filings through .
2 of 18 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Possible retail share class: $74K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$8K in admin expenses, $14 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more; 24 lines in all, holding $21.9M of the plan's $22.9M. Recordkeeper: Charles Schwab.
Target-date series: T. Rowe Price Retirement, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $11.1M | 50.7% |
| Blackrock Equity Index Fund R BlackRock · Collective trust Index | $4.3M | 19.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.2M | 9.9% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $765K | 3.5% |
| Vanguard Strategic Small-Cap Equity Fund Investor Shares Vanguard · Mutual fund | $682K | 3.1% |
| Carillon Scout Mid Cap Fund Class I Raymond James · Mutual fund | $534K | 2.4% |
| Parnassus Core Equity Fund Institutional Shares Affiliated Managers Group · Mutual fund | $475K | 2.2% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $422K | 1.9% |
| Causeway Emerging Markets Fund Institutional Class Causeway Capital · Mutual fund | $330K | 1.5% |
| Blackrock MSCI Emerging Mrkts Eqty R BlackRock · Collective trust | $284K | 1.3% |
| 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 |
14 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 2 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighVanguard 500 Index Fund Admiral Shares to Blackrock Equity Index Fund R | $3.1M to $4.3M |
| AddedJPMorgan Large Cap Growth Fund Class R6 | $2.2M |
| DroppedHarbor Cap Appreciation Inst | $1.9M |
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.
14 more lines and 2 more changes 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 2 by compensation.
| Provider | Compensation |
|---|---|
USI INSURANCE SERVICES LLC7 years Filed as: USI CONSULTING GROUP Service code 12 · EIN 06-1053228 Finders' fees / placement fees; Trust... | $27,392 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 Securities Custodian | $6,652 |
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.
3 contacts
11 filings · 2015 to 2025