Filings through .
2 of 18 flags tripped on the 2025 filing.
Low employer contribution
Employer 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.
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.
$773K in admin expenses, $769 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
5 funds of $250K or more; 20 lines in all, holding $13.1M of the plan's $50.6M. Recordkeeper: Bank of America (Merrill).
| Fund | Dollars | % of funds% |
|---|---|---|
| Blackrock S&P 500 Index Fund BlackRock · Mutual fund Index | $5.8M | 44.0% |
| Allspring CB Shares CL Series CP Allspring · Mutual fund | $2.5M | 18.9% |
| Blackrock Target Shares Series M Fund BlackRock · Mutual fund | $1.7M | 12.9% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $1.5M | 11.5% |
| Short-term investments BlackRock Liquidity Fund BlackRock · Mutual fund | $676K | 5.1% |
| Blackrock Target Shares Series A Fund BlackRock · Mutual fund | $222K | 1.7% |
| Real Estate Investment Trust Manager not matched · Other | $158K | 1.2% |
| Goldman Sachs Common Stock Goldman Sachs · Mutual fund | $76K | 0.6% |
| Columbia Sportswear CO Common Stock Ameriprise (Columbia Threadneedle) · Mutual fund | $75K | 0.6% |
| Common Stock Franklin Templeton · Mutual fund | $65K | 0.5% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
10 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 5 by compensation.
| Provider | Compensation |
|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 Investment Management | $302,342 |
AON CONSULTING8 years Filed as: AON CONSULTING LLC Service code 11 · EIN 36-3051915 Actuarial | $246,053 |
CROWE LLP11+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 Accounting | $38,477 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT INVESTMENT ADVISORS, LLC Service code 17 100 NORTHFIELD DR · WINDSOR, CT 06095 Pension Consulting | $35,538 |
BANK OF AMERICA11+ years Service code 21 · EIN 06-6379101 Bank Trustee | $18,137 |
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 |
|---|---|---|
Erin E. Carrano 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 August 28, 1992.
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