Filings through .
2 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$118K in admin expenses, $489 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
19 funds of $250K or more; 24 lines in all, holding $35.3M of the plan's $35.5M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.9M | 16.8% |
| Reliance Reliance Advisory Trust INV80 Portfolio Manager not matched · Collective trust | $5.8M | 16.4% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $2.5M | 7.0% |
| Eupac Fund Class R-5 Capital Group · Mutual fund | $2.4M | 6.7% |
| Harbor Capital Appreciation Instl Harbor Capital · Other | $2.3M | 6.6% |
| Reliance Advisory Trust Inv40 Manager not matched · Collective trust | $2.3M | 6.5% |
| Reliance Advisory Trust Inv60 Manager not matched · Collective trust | $1.9M | 5.5% |
| Delaware Diversified Income A Macquarie / Nomura · Other | $1.8M | 5.0% |
| Reliance Advisory Trust Inv70 Portfolio Manager not matched · Collective trust | $1.6M | 4.6% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $1.6M | 4.4% |
| 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 |
14 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.
14 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 |
|---|---|
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 Custodial (other than securities); Cu... | $81,429 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 Advisory (Plan) | $45,092 |
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.
Filed April 24, 2019.
Total covered: 7 employees
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
4 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025