Filings through .
3 of 18 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Fewer than 3 years of filings on record. Charts show once 3 consecutive filings are on file.
$80K in admin expenses, $256 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
16 funds of $250K or more, counting each target-date vintage; shown as 13 lines, holding $38.8M of the plan's $42.4M. Recordkeeper: Ascensus.
Target-date series: American Funds Target Date, mutual fund, 11% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $6.8M | 17.7% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $6.4M | 16.4% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $5.2M | 13.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.3M | 11.2% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 8 vintages | $4.1M | 10.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.8M | 7.2% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $2.7M | 7.0% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $2.1M | 5.3% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $1.7M | 4.3% |
| Invesco Corporate Bond Fund Class R6 Invesco · Mutual fund | $1.5M | 3.8% |
| 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 |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedColumbia Total Return Bond Fund I3 | $3.1M |
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.
3 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 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 Advisory (Plan) | $52,930 |
ASCENSUS LLC2+ years Service code 15 · EIN 11-3665754 Recordkeeping | $26,572 |
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.
2 contacts
2 filings · 2024 to 2025