Filings through .
2 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return 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.
$31.4M in admin expenses, $2014 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
96 funds of $250K or more; 135 lines in all, holding $3.08B of the plan's $4.00B. Recordkeeper: Alight.
| Fund | Dollars | % of funds% |
|---|---|---|
| Nepc Global Equity CIT Manager not matched · Collective trust | $417M | 13.5% |
| Nepc Diversified Credit CIT Class A Manager not matched · Collective trust | $364M | 11.8% |
| US Treasury Index NL BlackRock · Other Index | $255M | 8.3% |
| Ftse Rafi U.S. 1000 Index NL BlackRock · Collective trust Index | $246M | 8.0% |
| Silchester Intl Investors Intl Value Equity Group Trust Silchester International · Collective trust | $123M | 4.0% |
| Metis Real Asset Index Portfolio Manager not matched · Collective trust Index | $122M | 4.0% |
| Blckrck Liq Fdfnd-Inst BlackRock · Mutual fund | $110M | 3.6% |
| Baxter Street Offshore FD Ltd Manager not matched · Collective trust | $105M | 3.4% |
| Nepc Emerging Markets Equity CIT Manager not matched · Collective trust | $97.7M | 3.2% |
| Nepc US Small Cap Equity CIT - Class A Manager not matched · Collective trust | $75.6M | 2.5% |
| 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 |
125 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
125 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 10 of 50 by compensation.
| Provider | Compensation |
|---|---|
GROOM LAW GROUP4 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 Legal | $4,179,807 |
AON CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 Actuarial | $1,770,472 |
NEPC, LLC10+ years Service code 27 · EIN 26-1429809 Advisory (Plan) | $1,577,438 |
VITECH SYSTEMS GROUP4 years Filed as: VITECH SYSTEMS SUB, LLC Service code 49 · EIN 13-3785492 Other Services | $989,198 |
NEUMEIER POMA INVESTMENT COUNSEL10+ years Service code 28 · EIN 77-0444891 Investment Management | $820,906 |
Service code 28 · EIN 45-3056700 Investment Management | $817,694 |
RDA CORPORATION4 years Filed as: RDA COMPANY, LLC Service code 49 · EIN 51-0307421 Other Services | $746,887 |
JP MORGAN10+ years Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 Advisory (Plan) | $632,271 |
Service code 22 · EIN 52-0555835 Insurance Broker | $606,363 |
LINEA SOLUTIONS2 years Filed as: LINEA SOLUTIONS, INC. Service code 49 · EIN 95-4723968 Other Services | $589,996 |
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 |
|---|---|---|
Christopher E. Flohr Aon Consulting, Inc. Schedule MB | Schedule MB |
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.
10 filings · 2016 to 2025