Filings through .
2 of 18 flags tripped on the 2025 filing.
Few collective trusts
3% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$310K in admin expenses, $1234 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
14 funds hold $19.6M of the plan's $20.8M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.0M | 20.5% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $2.8M | 14.3% |
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund | $2.8M | 14.1% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $2.8M | 14.1% |
| MFS Low Volatility Global Equity Fund R6 MFS (Sun Life) · Mutual fund | $1.1M | 5.7% |
| Dodge & Cox Global Stock Fund Class I Dodge & Cox · Mutual fund | $1.1M | 5.4% |
| Cohen & Steers Gl Infrastructure Cl I Cohen & Steers · Mutual fund | $1.0M | 5.2% |
| Parametric Volatilty Rsk Prem Defense Cl I Morgan Stanley · Mutual fund | $1.0M | 5.2% |
| Fidelity Government Cash Reserves Fidelity (FMR) · Money market | $735K | 3.8% |
| First Trust WCM Focused Global Grwth WCM Investment Management · Collective trust | $492K | 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 |
4 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
4 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 5 by compensation.
| Provider | Compensation |
|---|---|
PIERCE PARK GROUP4 years Filed as: PEIRCE PARK GROUP Service code 28 · EIN 51-0311895 Investment Management | $110,544 |
O'SULLIVAN ASSOCIATES4 years Filed as: O'SULLIVAN ASSOCIATES INC Service code 11 · EIN 20-8199367 Actuarial | $20,865 |
Filed as: TRONCONI SEGARRA & ASSOCIATES LLP Service code 10 · EIN 04-3728817 Accounting | $19,480 |
LIPSITZ GREEN SCIME & CAMBRIA10+ years Filed as: LIPSITZ GREEN SCIME CAMBRIA Service code 29 · EIN 16-0905097 Legal | $17,531 |
Service code 10 · EIN 47-1793720 Accounting | $13,850 |
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 |
|---|---|---|
Vincent Regalbuto O'Sullivan Associates, 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.
3 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025