Filings through .
4 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).
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Few collective trusts
5% 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.
Fewer than 3 years of filings on record. Charts show once 3 consecutive filings are on file.
$33K in admin expenses, $15 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 16 lines in all, holding $6.1M of the plan's $6.2M. Recordkeeper: Paychex.
Target-date series: SSgA Target Retirement, mutual fund, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 10 vintages | $4.9M | 81.0% |
| Mid Atlantic Trust Company State Street Equity 500 Index K State Street (SSgA) · Collective trust Index | $295K | 4.9% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $238K | 3.9% |
| State Street Target Retirement Fund Class K State Street (SSgA) · Mutual fund | $194K | 3.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $113K | 1.9% |
| Vanguard Val Index Adml Vanguard · Mutual fund Index | $86K | 1.4% |
| Nuveen Equity Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $41K | 0.7% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $41K | 0.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $32K | 0.5% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $26K | 0.4% |
| 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 3 by compensation.
| Provider | Compensation |
|---|---|
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 Recordkeeping | $15,319 |
401K GENERATION1 year Service code 13 · EIN 26-4477125 237 S. WESTMONTE AVE · ALTAMONTE SPRINGS, FL 32714 Contract Administrator | $8,593 |
Service code 27 Advisory (Plan) | $6,546 |
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
2 filings · 2024 to 2025