Filings through .
2 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 7 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
6 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$258K in admin expenses, $156 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
22 funds of $250K or more; 28 lines in all, holding $72.2M of the plan's $75.5M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds 2040 T Date R6 Capital Group · Insurance contract | $9.0M | 12.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Insurance contract Index | $7.6M | 10.5% |
| American Funds 2055 T Date R6 Capital Group · Insurance contract | $7.2M | 9.9% |
| American Funds 2045 T Date R6 Capital Group · Insurance contract | $6.3M | 8.7% |
| American Funds 2030 T Date R6 Capital Group · Insurance contract | $6.0M | 8.3% |
| American Funds 2035 T Date R6 Capital Group · Insurance contract | $5.9M | 8.2% |
| American Funds 2050 T Date R6 Capital Group · Insurance contract | $5.2M | 7.2% |
| American Funds 2060 T Date R6 Capital Group · Insurance contract | $4.6M | 6.4% |
| JPMorgan LgCp Grw Fnd R6 JPMorgan · Insurance contract | $3.6M | 5.0% |
| American Funds 2025 T Date R6 Capital Group · Insurance contract | $2.8M | 3.9% |
| 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 |
18 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 17 funds.
| Fund | Year-end value |
|---|---|
| DroppedAmerican Funds 2040 T Date R6 | $8.3M |
| DroppedAmerican Funds 2030 T Date R6 | $6.0M |
| DroppedAmerican Funds 2055 T Date R6 | $5.6M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 5 stable value or insurance lines.
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.
18 more lines and 14 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 3 by compensation.
| Provider | Compensation |
|---|---|
ACTURAIAL BENEFITS CORP7+ years Service code 49 Other Services | $32,767 |
ACTUARIAL BENEFITS CORP7+ years Service code 11 · EIN 20-1054428 Actuarial | $27,178 |
VOYA FINANCIAL ADVISORS INC3 years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 Advisory (Participants) | $21,607 |
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
7 filings · 2019 to 2025