Filings through .
2 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$104K in admin expenses, $425 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
19 funds of $250K or more; 21 lines in all, holding $27.4M of the plan's $30.4M. Recordkeeper: UBS Financial Services.
Target-date series: American Funds Target Date, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $15.0M | 54.8% |
| Nomura Diversified Income R6 Manager not matched · Mutual fund | $1.9M | 7.0% |
| Stable Value Fund Manager not matched · Stable value Stable value | $1.5M | 5.6% |
| Large Cap Value Fund Manager not matched · Mutual fund | $1.4M | 5.1% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $1.2M | 4.5% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $1.2M | 4.5% |
| Global Equity Portfolio - Institutional Class Dimensional · Mutual fund | $1000K | 3.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $827K | 3.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $602K | 2.2% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $553K | 2.0% |
| 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 |
11 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedNomura Diversified Income R6 | $1.9M |
| DroppedMacquariediversified Income R6 | $1.6M |
| AddedLarge Cap Value Fund | $1.4M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
11 more lines and 1 more change 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 |
|---|---|
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 Recordkeeping | $44,990 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $35,616 |
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
11 filings · 2015 to 2025