Filings through .
3 of 18 flags tripped on the 2025 filing.
Few collective trusts
1% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$106K in admin expenses, $661 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; 31 lines in all, holding $6.6M of the plan's $7.0M. Recordkeeper: Charles Schwab.
| Fund | Dollars | % of funds% |
|---|---|---|
| Ishares 20+ Year Treasury Bon BlackRock · ETF | $654K | 9.9% |
| Blackrock US Eqy Fctr Rotn ET BlackRock · Mutual fund | $486K | 7.3% |
| Ishars Edg MSCI USA Qlty Fctr Manager not matched · Mutual fund | $429K | 6.5% |
| iShares Core MSCI Emerging Markets ETF BlackRock · ETF | $363K | 5.5% |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF State Street (SSgA) · ETF Index | $363K | 5.5% |
| Blackrock High Eqty Incm FD BlackRock · Mutual fund | $363K | 5.5% |
| Invesco S&P 500 Top 50 ETF Invesco · ETF Index | $362K | 5.5% |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF State Street (SSgA) · ETF Index | $360K | 5.4% |
| Blackrock Global EQ Mkt NE BlackRock · Mutual fund | $301K | 4.5% |
| Griffin Instl Accs RL Estate CL I Manager not matched · Mutual fund | $251K | 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 |
21 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
21 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 4 by compensation.
| Provider | Compensation |
|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB INSTITUTIONAL Service code 21 · EIN 94-1737782 Bank Trustee | $62,935 |
RSM US LLP6 years Service code 49 · EIN 42-0714325 Other Services | $21,000 |
Service code 11 · EIN 27-1175487 Actuarial | $10,893 |
MCCREADY & KEENE INC.6 years Filed as: MCCREADY AND KEENE, INC. Service code 11 · EIN 35-0500670 Actuarial | $8,975 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Allegra Barrett October Three Consulting LLC 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 November 7, 2006.
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.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025