Filings through .
2 of 17 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
$1.2M in admin expenses, $509 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds hold $61.5M of the plan's $62.4M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Russell World Equity Fund Manager not matched · Collective trust | $9.2M | 15.0% |
| Russell Multi-Manager Bond Fund Manager not matched · Collective trust | $9.2M | 15.0% |
| Russell 14-Year Ldi Fixed Income Fund Manager not matched · Collective trust Index | $9.1M | 14.9% |
| Russell Manager not matched · Other | $6.3M | 10.3% |
| Russell 8-Year LDI Fixed Income Fund Manager not matched · Collective trust Index | $6.1M | 10.0% |
| Russell Trust Co Commingled Emplo 10 yr Strips Fixed Russell Investments · Collective trust | $6.1M | 9.9% |
| Russell International Fund Manager not matched · Collective trust | $4.3M | 7.0% |
| Russell Trust Co Commingled Emplo 15 yr Strips Fixed Russell Investments · Collective trust | $3.0M | 4.9% |
| Russell High Yield Bond Fund Manager not matched · Collective trust | $2.5M | 4.0% |
| Russell Emerging Markets Fund Manager not matched · Collective trust | $1.8M | 3.0% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
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.
3 more lines in this lineup are 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 3 by compensation.
| Provider | Compensation |
|---|---|
MERCER8 years Filed as: MERCER (US)INC. Service code 11 · EIN 13-2834444 Actuarial | $438,395 |
RUSSELL INVESTMENTS10+ years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 13 · EIN 91-1116938 Contract Administrator | $276,888 |
DELOITTE & TOUCHE LLP7 years Service code 10 · EIN 13-3891517 Accounting | $35,545 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Moshe Katz 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.
Filed March 29, 2006.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
4 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025