Filings through .
3 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$153K in admin expenses, $183 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
25 funds of $250K or more, counting each target-date vintage; shown as 15 lines, holding $64.5M of the plan's $65.9M. Recordkeeper: Security Financial Resources.
Target-date series: Vanguard Target Retirement, mutual fund, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $31.6M | 49.0% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $10.0M | 15.6% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $5.2M | 8.0% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $3.2M | 5.0% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $3.1M | 4.8% |
| Unallocated contract - Security Benefit Fixed Annuity Manager not matched · Insurance contract | $1.9M | 3.0% |
| American Funds American Mutual Capital Group · Mutual fund | $1.6M | 2.5% |
| JPMorgan International Growth JPMorgan · Mutual fund | $1.5M | 2.3% |
| Vanguard International Growth Fund Investor Shares Vanguard · Mutual fund | $1.3M | 2.0% |
| Vanguard Balanced Index Fund Investor Shares Vanguard · Mutual fund Index | $1.3M | 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, not money moved.
5 more lines in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: FOREST CAPITAL MANAGEMENT, LLC Service code 27 1 EAST WACKER DRIVE · CHICAGO, IL 60601 Advisory (Plan) | $102,178 |
SECURITY FINANCIAL RESOURCES11+ years Service code 15 · EIN 48-1236469 Recordkeeping | $50,325 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
5 contacts
11 filings · 2015 to 2025