Filings through .
2 of 18 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Few collective trusts
2% 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.
$16K in admin expenses, $18 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
37 funds hold $171M of the plan's $171M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Thornburg Investment Income Thornburg · Other | $9.8M | 5.7% |
| Deposit Administration Contract CMG Life Insurance Company Manager not matched · Insurance contract | $9.7M | 5.7% |
| Vanguard Growth Index Fund Institutional Shares Vanguard · Mutual fund Index | $8.9M | 5.2% |
| Admiral CL American Funds Capital Group · Mutual fund | $8.9M | 5.2% |
| New Perspective Fund Inc CL Capital Group · Mutual fund | $8.8M | 5.2% |
| Builder Schwab S&P 500 Index Charles Schwab · Mutual fund Index | $8.8M | 5.1% |
| Schwab Fundamental US Large Charles Schwab · Mutual fund | $8.6M | 5.0% |
| American American Mut Fd Inc Capital Group · Mutual fund | $8.5M | 5.0% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $8.3M | 4.8% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $7.0M | 4.1% |
| 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 |
27 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 12 funds, dropped 11 funds, likely replaced 5 funds. Changed share class on 4 funds.
| Fund | Year-end value |
|---|---|
| AddedVanguard Growth Index Fund Institutional Shares | $8.9M |
| Share class changeFD Class I American Funds to Admiral CL American Funds | $7.4M to $8.9M |
| AddedNew Perspective Fund Inc CL | $8.8M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
27 more lines and 29 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 |
|---|---|
BESTVEST INVESTMENTS3 years Service code 28 600 N JACKSON ST · MEDIA, PA 19063 Investment Management | $224,511 |
MEMBERS TRUST COMPANY11+ years Service code 28 14025 RIVEREDGE DR · TAMPA, FL 33637 Investment Management | $16,084 |
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 |
|---|---|---|
John Calder, Asa, Ea, Msea Trustage 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 October 28, 2014 (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.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025