Filings through .
1 of 18 flags tripped on the 2025 filing.
Possible retail share class: $49.2M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$110K in admin expenses, $193 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
27 funds of $250K or more, counting each target-date vintage; shown as 17 lines, holding $92.2M of the plan's $96.6M. Recordkeeper: CUNA Mutual (TruStage).
Target-date series: T. Rowe Price Retirement Blend, collective trust, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 12 vintages | $49.8M | 54.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $9.6M | 10.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $6.4M | 6.9% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $4.4M | 4.8% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $3.7M | 4.0% |
| Cuna Mutual Guaranteed Account Manager not matched · Insurance contract | $3.2M | 3.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.0M | 3.3% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $2.0M | 2.1% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 2.1% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 1.9% |
| 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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.
7 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 2 by compensation.
| Provider | Compensation |
|---|---|
CUNA MUTUAL11+ years Filed as: CMFG LIFE INSURANCE COMPANY Service code 15 · EIN 39-0230590 Recordkeeping | $65,041 |
MARINER WEALTH ADVISORS, LLC6 years Service code 26 5700 W 112TH ST · OVERLAND PARK, KS 66211 Advisory (Participants) | $45,000 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
Filed June 6, 2024 (most recent of 7 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025