Filings through .
No flags tripped on the 2025 filing.
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.
$1.4M in admin expenses, $14996 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds hold $16.5M of the plan's $16.5M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray Short Duration Fund Manager not matched · Mutual fund | $8.2M | 49.5% |
| Great Gray Trust Large Cap Value Select Fund Manager not matched · Collective trust | $3.4M | 20.3% |
| Great Gray Trust Large Cap Growth Select Fund Manager not matched · Collective trust | $1.7M | 10.1% |
| Lazard ACW EX-US Equity Advantage Lazard · Collective trust | $1.6M | 9.7% |
| Great Gray Trust Small Cap Value Select Fund Manager not matched · Collective trust | $885K | 5.3% |
| Great Gray Trust Mid Cap Growth Select Fund Manager not matched · Collective trust | $851K | 5.1% |
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.
This plan did not file a Schedule C with its most recent Form 5500, so no paid service providers are listed.
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 |
|---|---|---|
Daniel Schley, Ea Sentinel Benefits Group, 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.
2 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025