Filings through .
2 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.
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.
$106K in admin expenses, $699 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 14 lines in all, holding $7.2M of the plan's $7.5M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $1.6M | 22.8% |
| Short-Term Income Fund Institutional Class Principal · Mutual fund | $940K | 13.1% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $699K | 9.8% |
| MoA International Fund Charles Schwab · Mutual fund | $685K | 9.6% |
| Nuveen Large Cap Growth Index Fund TIAA (Nuveen) · Mutual fund Index | $683K | 9.5% |
| DFA Inflation-Protected Securities Portfolio - Institutional Class Dimensional · Mutual fund | $491K | 6.9% |
| American Funds New World Fund Class F-2 Capital Group · Mutual fund | $361K | 5.0% |
| Pgim High Yield Fund Class Z Prudential (PGIM) · Mutual fund | $354K | 4.9% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $317K | 4.4% |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. Rowe Price Diversified Mid-Cap Growth Fund- I Class T. Rowe Price · Mutual fund | $299K | 4.2% |
| 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 |
4 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighMFS International Diversification Fund I to MoA International Fund | $524K to $685K |
| ReplacedHighBlackrock MID CAP Growth Equity Portfolio Institutional to T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. Rowe Price Diversified Mid-Cap Growth Fund- I Class | $285K to $299K |
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.
4 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 1 by compensation.
| Provider | Compensation |
|---|---|
Service code 27 · EIN 82-0494856 Advisory (Plan) | $35,202 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Marc M. McCall Randall & Hurley, 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.
4 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025