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
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.
$236K in admin expenses, $131 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
7 funds hold $191M of the plan's $192M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| of a Vanguard Fixed Income Long-Term Investment Grade Vanguard · Mutual fund | $97.3M | 50.9% |
| of a fund investing in equity Vanguard Institutional Index Fund Vanguard · Mutual fund Index | $31.3M | 16.4% |
| of a fund investing in fixed PIMCO Extended Duration Institutional Fund PIMCO (Allianz) · Mutual fund | $28.2M | 14.8% |
| of a fund investing in equity Vanguard Total International Stock Index Fund - Instl Vanguard · Mutual fund Index | $20.1M | 10.5% |
| Money Market Fund of a First American Government Obligations Fund - Class Z Manager not matched · Money market | $6.2M | 3.3% |
| of a fund investing in equity Vanguard Small-Cap Index Fund - Admiral Vanguard · Mutual fund Index | $4.0M | 2.1% |
| of a fund investing in equity Vanguard Mid-Cap Index Fund - Admiral Vanguard · Mutual fund Index | $3.9M | 2.0% |
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.
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 1 by compensation.
| Provider | Compensation |
|---|---|
US BANK4 years Filed as: U. S. BANK Service code 21 · EIN 31-0841368 Bank Trustee | $38,569 |
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 |
|---|---|---|
Timothy J. Geddes Deloitte Consulting LLP 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 April 15, 2021 (most recent of 2 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
5 contacts
Phone and email for the actuary and top hat administrator are on Pro.
11 filings · 2015 to 2025