Filings through .
2 of 18 flags tripped on the 2025 filing.
High cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.
$49K in admin expenses, $267 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
1 fund holds $6.9M of the plan's $10.5M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Charles Schwab Bank Charles Schwab · Money market | $6.9M | 100.0% |
Dropped 5 funds.
| Fund | Year-end value |
|---|---|
| DroppediShares MSCI ACWI ETF | $983K |
| DroppedVanguard Gnma Fund Admiral Shares | $851K |
| DroppediShares Core S&P Midcap Index | $539K |
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.
2 more changes 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 2 by compensation.
| Provider | Compensation |
|---|---|
QCI ASSET MANAGEMENT11+ years Filed as: QCI ASSET MANAGEMENT INC. Service code 21 1040 PITTSFORD-VICTOR ROAD · PITTSFORD, NY 14534 Bank Trustee | $41,845 |
Service code 25 · EIN 94-1737782 Directed Trustee | $6,800 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Robert H. Danesh Harper Danesh LLC 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 July 24, 2008.
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.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025