Filings through .
No flags tripped on the 2025 filing.
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.
$31K in admin expenses, $133 per participant (all participants, line 6f).
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 5 by compensation.
| Provider | Compensation |
|---|---|
NATIONWIDE4 years Service code 13 · EIN 31-1592130 ONE NATIONWIED PLAZA · COLUMBUS, OH 73215 Contract Administrator | $33,585 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC-RPCP Service code 26 · EIN 95-2834236 PO BOX 502533 · SAN DIEGO, CA 92150 Advisory (Participants) | $16,964 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 49 · EIN 36-4291971 Other Services | $7,084 |
DEFINITI LLC2 years Service code 10 · EIN 85-0833363 2201 TIMBERLOCH PL · THE WOODLANDS, TX 77380 Accounting | $4,925 |
IRON FIDUCIARY2 years Service code 49 · EIN 26-2409128 5440 W 100TH ST · SHAWNEE MISSION, KS 66211 Other Services | $2,066 |
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.
3 contacts
10 filings · 2016 to 2025