Filings through .
1 of 17 flags tripped on the 2025 filing.
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.
$413K in admin expenses, $638 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 hold $14.2M of the plan's $49.9M. Recordkeeper: Milliman.
| Fund | Dollars | % of funds% |
|---|---|---|
| Collective Short-Term Investment Fund BNY · Collective trust | $4.5M | 31.4% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund | $3.8M | 27.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.6M | 18.4% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.3M | 16.3% |
| Heitman America Real Estate Fund Heitman · Mutual fund | $968K | 6.8% |
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.
Top 6 by compensation.
| Provider | Compensation |
|---|---|
CAMBRIDGE ASSOCIATES4 years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 28 · EIN 04-3515240 Investment Management | $90,000 |
AON CONSULTING3 years Service code 28 · EIN 22-2232264 Investment Management | $58,762 |
MILLIMAN, INC.8 years Service code 11 · EIN 91-0675641 Actuarial | $56,512 |
BNY MELLON11+ years Filed as: THE BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 Bank Trustee | $52,524 |
FORVIS MAZARS, LLP2 years Service code 10 · EIN 44-0160260 Accounting | $37,800 |
Filed as: BRIAN CAVE LLP Service code 29 · EIN 43-0602162 Legal | $9,834 |
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 |
|---|---|---|
Scott H. Davis 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.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025