Filings through .
2 of 17 flags tripped on the 2025 filing.
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.
$701K in admin expenses, $397 per participant (all participants, line 6f).
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 5 by compensation.
| Provider | Compensation |
|---|---|
MERCER11+ years Service code 11 · EIN 13-2834414 Actuarial | $481,929 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 Advisory (Plan) | $64,061 |
PRINCIPAL CUSTODY SOLUTIONS4 years Service code 21 · EIN 42-1466678 Bank Trustee | $53,967 |
Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1126909 Legal | $31,348 |
PENSION ASSURANCE LLP11+ years Service code 10 · EIN 30-0840934 Accounting | $15,750 |
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 |
|---|---|---|
Michelle McAtee Mercer 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.
4 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025