Filings through .
3 of 17 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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.
$448K in admin expenses, $1052 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 61 lines in all, holding $20.1M of the plan's $106M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| SPDR Portfolio S&P 500 ETF State Street (SSgA) · ETF Index | $7.4M | 36.8% |
| Vanguard Mid-Cap Index Fund ETF Shares Vanguard · ETF Index | $3.0M | 14.7% |
| Dreyfus Treas Oblig CM Invest BNY · Money market | $1.2M | 5.9% |
| Tsmc Manager not matched · Other | $1.0M | 5.0% |
| Jpmorgan Chase & CO JPMorgan · Mutual fund | $994K | 4.9% |
| Schwab Charles Corp Charles Schwab · Mutual fund | $515K | 2.6% |
| Goldman Sachs 546 Goldman Sachs · Mutual fund | $480K | 2.4% |
| Philip Morris International IN Manager not matched · Other | $334K | 1.7% |
| West Pharmaceutical Services Manager not matched · Other | $264K | 1.3% |
| Conocophillips Manager not matched · Other | $255K | 1.3% |
| 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 |
51 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| AddedVanguard Mid-Cap Index Fund ETF Shares | $3.0M |
| ReplacedHighGoldman Sachs Group Inc Com to Schwab Charles Corp | $333K to $515K |
| ReplacedHighFidelity Natl Information Svcs Inc Com to Goldman Sachs 546 | $278K to $480K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
51 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 |
|---|---|
Filed as: TD PRIVATE CLIENT WEALTH LLC Service code 21 1 VANDERBILT AVENUE, 23RD FLOOR · NEW YORK, NY 10017 Bank Trustee | $390,190 |
HUB INTERNATIONAL1 year Filed as: HUB INTERNATIONAL GREAT PLAINS Service code 11 · EIN 47-0813106 Actuarial | $37,275 |
Filed as: MID ATLANTIC TRUST CO Service code 19 · EIN 27-3169253 Securities Custodian | $13,219 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Glen C. Gahan Hub International Great Plains Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
Filed July 3, 2005.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
4 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025