Filings through .
1 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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.
$6.4M in admin expenses, $70 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 7 by compensation.
| Provider | Compensation |
|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 Advisory (Plan) | $4,293,201 |
Service code 37 · EIN 04-2647786 Loan Processing | $1,809,612 |
MERCER5 years Service code 27 · EIN 13-2834414 Advisory (Plan) | $147,461 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 27 · EIN 27-2037969 Advisory (Plan) | $90,000 |
ELEVANCE HEALTH, INC.2 years Filed as: ELEVANCE HEALTH INC Service code 14 · EIN 35-2145715 Plan Administrator | $59,943 |
Service code 16 · EIN 82-4722389 Consulting | $21,290 |
FID INV INST OPS CO2 years Service code 60 Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
11 feature codes on the 2025 filing.
Filed May 10, 2018.
8 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025