Filings through .
3 of 18 flags tripped on the 2025 filing.
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.
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.
$50K in admin expenses, $153 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 10 lines in all, holding $132M of the plan's $136M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $42.8M | 32.6% |
| Vanguard Long-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $32.1M | 24.4% |
| Vanguard Short-Term Corporate Bond Index Fund Institutional Shares Vanguard · Mutual fund Index | $17.2M | 13.1% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $14.7M | 11.2% |
| Vanguard Long-Term Treasury Index Fund Institutional Shares Vanguard · Mutual fund Index | $10.7M | 8.1% |
| Vanguard S&P Small-Cap 600 Index Fund Institutional Shares Vanguard · Mutual fund Index | $4.4M | 3.3% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $4.0M | 3.0% |
| American Funds EuroPacific R6 Capital Group · Mutual fund | $3.9M | 3.0% |
| Strategic Bond Fund Equitable · Insurance contract | $1.7M | 1.3% |
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $74K | <0.1% |
Added 3 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Intermediate-Term Investment-Grade Fund Admiral Shares | $42.8M |
| AddedVanguard Short-Term Corporate Bond Index Fund Institutional Shares | $17.2M |
| AddedVanguard Long-Term Treasury Index Fund Institutional Shares | $10.7M |
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.
1 more change in this lineup is on Pro. Pro is free for 7 days and then costs $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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
Service code 21 · EIN 31-0841368 Bank Trustee | $27,964 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 27 · EIN 13-5570651 Advisory (Plan) | $17,825 |
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 |
|---|---|---|
Theresa E. Long, E.A., A.S.A. Aon Consulting, Inc. 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.
Filed December 17, 2025 (most recent of 8 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
4 contacts
Phone and email for the actuary and top hat administrator are on Pro.
11 filings · 2015 to 2025