Filings through .
2 of 17 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$418K in admin expenses, $30 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds of $250K or more; 14 lines in all, holding $14.1M of the plan's $82.9M. Recordkeeper: Bank of America (Merrill).
| Fund | Dollars | % of funds% |
|---|---|---|
| Short-term investments Fidelity (FMR) · Other | $4.1M | 29.2% |
| Vanguard 500 Index Fund Vanguard · ETF Index | $3.6M | 25.7% |
| Vanguard Ftse Emerging Markets ETF Vanguard · ETF | $2.3M | 16.6% |
| iShares Russell 2000 ETF BlackRock · ETF Index | $1.2M | 8.8% |
| Exchange-traded funds Ishares Core S&P MID CAP ETF BlackRock · ETF | $1.2M | 8.8% |
| Vanguard Ftse Developed Markets ETF Vanguard · ETF | $1.2M | 8.6% |
| Real estate investment trust Manager not matched · Other | $160K | 1.1% |
| Jpmorgan Chase Common Stock JPMorgan · Mutual fund | $77K | 0.5% |
| Blackrock Common Stock BlackRock · Mutual fund | $32K | 0.2% |
| Real estate investment trusts (REITs) Americold Realty TR INC Manager not matched · Other | $26K | 0.2% |
| 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 |
4 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.
4 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 4 by compensation.
| Provider | Compensation |
|---|---|
BANK OF AMERICA10+ years Filed as: BANK OF AMERICA N.A. Service code 21 · EIN 94-1887665 Bank Trustee | $159,097 |
WILLIS TOWERS WATSON US LLC7 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 Actuarial | $140,253 |
COLUMBIA10+ years Filed as: COLUMBIA MANAGEMENT Service code 28 225 FRANKLIN STREET · BOSTON, MA 02110 Investment Management | $87,318 |
PRINCIPAL MIDCAP9 years Service code 28 711 HIGH STREET · DES MOINES, IA 50392 Investment Management | $10,040 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Graeme Thornton Willis Towers Watson US LLC 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 March 25, 1996.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025