Filings through .
3 of 19 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Possible retail share class: $25.3M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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 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.
$19K in admin expenses, $44 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
30 funds of $250K or more; 44 lines in all, holding $53.5M of the plan's $53.6M. Recordkeeper: Charles Schwab.
Target-date series: Fidelity Freedom, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 10 vintages | $19.0M | 35.4% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Insurance contract | $6.8M | 12.7% |
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract | $5.2M | 9.8% |
| Nuveen Equity Index R TIAA (Nuveen) · Mutual fund Index | $3.7M | 6.9% |
| JPMorgan Large Cap Growth Fund Class A JPMorgan · Mutual fund Possible retail class A | $2.5M | 4.7% |
| Tiaa Traditional Benefit Responsive TIAA (Nuveen) · Insurance contract | $1.8M | 3.4% |
| Growth Account Class R1 TIAA (Nuveen) · Insurance contract | $1.7M | 3.2% |
| Global Equities Account Class R1 TIAA (Nuveen) · Insurance contract | $1.7M | 3.1% |
| Nuveen Intl Equity IndexRet TIAA (Nuveen) · Mutual fund | $1.5M | 2.8% |
| JHancock Disciplined Value R2 Manager not matched · Mutual fund Possible retail class R2 | $1.3M | 2.5% |
| 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 |
34 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
34 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 |
|---|---|
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 Accounting | $14,175 |
USI INSURANCE SERVICES LLC9 years Filed as: USI CONSULTING GROUP Service code 12 · EIN 06-1053228 Recordkeeping fees; Trustee (directed... | $4,865 |
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.
Filed July 31, 2002.
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.
2 contacts
10 filings · 2016 to 2025