Filings through .
3 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
High cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Possible retail share class: $124K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $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. Free for 7 days, then $49 a month.
The funds on the plan's investment schedule and what changed since the prior filing.
2 funds of $250K or more; 14 lines in all, holding $1.4M of the plan's $11.3M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| UBS Bank USA Salt Lake City UT CD Manager not matched · Other | $256K | 18.3% |
| Jpmorgan Chase Bank NA JPMorgan · Other | $250K | 17.8% |
| Vanguard Ftse Developed Markets ETF Vanguard · ETF | $148K | 10.5% |
| Vanguard Russell 1000 Growth Index Fund ETF Shares Vanguard · ETF Index | $145K | 10.3% |
| BNY Dreyfus Government Cash Management Dreyfus Government Cash Management - Service Shares BNY · Money market | $124K | 8.8% |
| Vanguard Russell 1000 Value Index Fund ETF Shares Vanguard · ETF Index | $114K | 8.2% |
| Vanguard Total International Bond Index Fund ETF Shares Vanguard · ETF Index | $77K | 5.5% |
| Vanguard Short-Term Bond ETF Vanguard · ETF | $75K | 5.4% |
| Vanguard Ftse Emerging Markets ETF Vanguard · ETF | $54K | 3.8% |
| Vanguard Mortgage-Backed Securities ETF Vanguard · ETF | $38K | 2.7% |
| 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 |
4 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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, not money moved.
4 more lines in this lineup are on Pro. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Not reported. Schedule C was not filed with this plan's most recent Form 5500, so no paid service providers are listed.
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.
2 contacts
11 filings · 2015 to 2025