Filings through .
3 of 18 flags tripped on the 2025 filing.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Few collective trusts
0% 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.
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.
$649 in admin expenses, $3 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 hold $53.7M of the plan's $55.3M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stockmarket ETF Vanguard · ETF Index | $15.1M | 28.1% |
| Vanguard Intl High Divd Yield Index ETF Vanguard · ETF Index | $8.9M | 16.6% |
| Vanguard High Dividend Yield Index Fund Vanguard · ETF Index | $8.0M | 15.0% |
| Vanguard Total Intlstock Index Fund ETF Vanguard · ETF Index | $8.0M | 14.8% |
| SPDR Portfolios&p 500 High Dividend ETF State Street (SSgA) · ETF Index | $4.7M | 8.7% |
| Vanguard Value ETF Vanguard · ETF Index | $2.7M | 5.0% |
| Vanguard Small-Cap Value Index Fund Vanguard · ETF Index | $2.7M | 5.0% |
| SPDR Portfolio S&P 500 ETF State Street (SSgA) · ETF Index | $1.7M | 3.2% |
| Vanguard Utilities ETF Vanguard · ETF Index | $1.2M | 2.2% |
| State Street(R) Ultra Short Term Bond ETF State Street (SSgA) · ETF Index | $747K | 1.4% |
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. They do not show money moved.
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.
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 |
|---|---|---|
John Garigliano, Ea Pension Review Services 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.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025