Filings through .
3 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
$236K in admin expenses, $269 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
3 funds of $250K or more; 54 lines in all, holding $7.5M of the plan's $19.6M. Recordkeeper: Bridgeway Benefit Technologies.
| Fund | Dollars | % of funds% |
|---|---|---|
| Chevy Chase Trust Co ASB Lab Eq Index JPMorgan · Mutual fund Index | $3.0M | 40.7% |
| Real Estate Core Property Fund ARA Core Property Fund, LP Manager not matched · Mutual fund | $1.4M | 18.5% |
| Boyd Watterson GSA Fund LP Manager not matched · Mutual fund | $1.1M | 15.2% |
| Florida Power & Manager not matched · Other | $72K | 1.0% |
| Kimberly-Clark Manager not matched · Other | $70K | 0.9% |
| Georgia-Pacific Manager not matched · Other | $68K | 0.9% |
| O'Reilly Automotive Manager not matched · Other | $64K | 0.9% |
| Canadian Natl RR Manager not matched · Other | $59K | 0.8% |
| Molson Coors Brewing Manager not matched · Other | $59K | 0.8% |
| Illinois Tool Works Manager not matched · Other | $59K | 0.8% |
| 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 |
44 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
44 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 8 by compensation.
| Provider | Compensation |
|---|---|
Filed as: BRIDGEWAY BENEFIT TECHNOLOY Service code 15 · EIN 52-1796473 Recordkeeping | $31,964 |
AMALGAMATED BANK9 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 28 · EIN 36-0721895 Investment Management | $15,240 |
AMERICAN REALTY ADVISORS10+ years Service code 28 · EIN 33-0123114 Investment Management | $15,060 |
SEGALL BRYANT & HAMILL10+ years Filed as: SEGALL BRYANT AND HAMMILL Service code 28 · EIN 35-2679129 Investment Management | $14,230 |
MANUFACTURERS AND TRADERS TRUST CO.10+ years Service code 19 · EIN 16-0538020 Securities Custodian | $14,191 |
HOLM & O'HARA10+ years Service code 29 · EIN 13-3591118 Legal | $11,782 |
INVESTMENT PERFORMANCE SERVICES10+ years Filed as: INVESTMENT PERFORMANCE SERVICES INC Service code 27 · EIN 58-2432390 Advisory (Plan) | $11,250 |
MSPC8 years Service code 10 · EIN 22-2951202 Accounting | $9,759 |
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.
2 contacts
10 filings · 2016 to 2025