Filings through .
2 of 18 flags tripped on the 2024 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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 2024 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.
$6K in admin expenses, $43 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds of $250K or more; 16 lines in all, holding $7.1M of the plan's $7.1M. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 9 vintages | $3.0M | 42.5% |
| iShares MSCI EAFE International Index Fund BlackRock · ETF Index | $670K | 9.5% |
| State Street Equity 500 Index Fund State Street (SSgA) · Mutual fund Index | $584K | 8.3% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $535K | 7.6% |
| Vanguard Balanced Index Fund Vanguard · Mutual fund Index | $511K | 7.2% |
| Vanguard Intermediate-Term Bond Index Fund Vanguard · Mutual fund | $421K | 6.0% |
| iShares Russell BlackRock · ETF Index | $320K | 4.5% |
| Vanguard Emerging Markets Stock Index Fund Vanguard · Mutual fund Index | $241K | 3.4% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $198K | 2.8% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $187K | 2.7% |
| 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 1 by compensation.
| Provider | Compensation |
|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $5,735 |
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 2024 filing.
3 contacts
10 filings · 2015 to 2024