Filings through .
1 of 17 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
$436K in admin expenses, $457 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
19 funds hold $29.7M of the plan's $31.2M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Irtm Long Corp Collct Fd Cl Nd Manager not matched · Collective trust | $6.6M | 22.2% |
| Wtc Cif Il US Inv Grade Inrt Corp Wellington · Collective trust | $3.9M | 13.1% |
| SSgA S&P State Street (SSgA) · Other | $2.9M | 9.7% |
| SSgA Long U.S. Treasury Index NI Fund State Street (SSgA) · Collective trust Index | $2.4M | 7.9% |
| SSgA 20+ Yrs US Trea Strips Indx Fd State Street (SSgA) · Collective trust Index | $2.3M | 7.6% |
| Nepc Global Equity CIT-Class A Manager not matched · Collective trust | $2.3M | 7.6% |
| Limited Partnerships: Kicp Offshore Fund LP Manager not matched · Mutual fund | $1.1M | 3.6% |
| PIMCO All Asset Fund Institutional PIMCO (Allianz) · Mutual fund | $1.1M | 3.6% |
| SSgA Ftse Rafi US State Street (SSgA) · Other | $948K | 3.2% |
| SSgA MSCI EAFE Indx NI Fund State Street (SSgA) · Collective trust Index | $915K | 3.1% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedKlcp Offshore Fund LP | $1.2M |
| AddedLimited Partnerships: Kicp Offshore Fund LP | $1.1M |
| AddedDecember 31, 2025 Money Market Fund: First Am Govt Ob Fd Cl Z | $342K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
9 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 3 by compensation.
| Provider | Compensation |
|---|---|
NEPC, LLC6 years Service code 27 · EIN 26-1429809 Advisory (Plan) | $46,315 |
US BANK6 years Service code 19 · EIN 31-0841368 Securities Custodian | $9,526 |
INCOME RESEARCH & MANAGEMENT3 years Service code 28 · EIN 04-2955404 Investment Management | $6,555 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Todd Weber, E.A., M.A.A.A. Marsh 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 June 26, 2012 (most recent of 5 filings on file).
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