Filings through .
1 of 17 flags tripped on the 2025 filing.
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
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 4 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
3 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$3.6M in admin expenses, $166 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
35 funds of $250K or more, counting each target-date vintage; shown as 26 lines, holding $6.19B of the plan's $6.90B. Recordkeeper: not identified.
Target-date series: Vanguard Target Retirement, collective trust, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 11 vintages | $2.48B | 40.0% |
| Blackrock U.S. Equity Index Fund BlackRock · Collective trust Index | $1.45B | 23.4% |
| U.S. Equity Fund Manager not matched · Collective trust | $406M | 6.6% |
| BlackRock Large Cap Equity (Russell 1000) Growth Fund BlackRock · Collective trust Index | $313M | 5.1% |
| Northern Trust U.S. Government Short-Term Investment Fund Northern Trust · Collective trust | $312M | 5.0% |
| BlackRock US Debt Index Fund BlackRock · Collective trust Index | $199M | 3.2% |
| BlackRock MSCI All Country World Index BlackRock · Collective trust Index | $156M | 2.5% |
| Target Retirement Income Fund Manager not matched · Collective trust | $154M | 2.5% |
| International Equity Fund Manager not matched · Collective trust | $142M | 2.3% |
| Fixed Income Fund Manager not matched · Collective trust | $102M | 1.6% |
| 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 |
16 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedBlackRock Large Cap Equity (Russell 1000) Value Fund | $63.3M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
16 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 8 by compensation.
| Provider | Compensation |
|---|---|
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 Bank Trustee | $2,031,041 |
NORTHWEST PLAN SERVICES, INC.4+ years Filed as: NORTHWEST PLAN SERVICES Service code 16 · EIN 91-2090931 Consulting | $1,448,878 |
EDELMAN FINANCIAL ENGINES, LLC4+ years Filed as: FINANCIAL ENGINE ADVISORS, LLC Service code 16 · EIN 94-3250323 Consulting | $1,416,982 |
JP MORGAN4+ years Filed as: JP MORGAN INVESTMENT Service code 27 · EIN 23-7236436 Advisory (Plan) | $435,976 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 Bank Trustee | $283,324 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST CO. Service code 27 · EIN 04-1867445 Advisory (Plan) | $68,996 |
ALIGHT SOLUTIONS LLC4+ years Service code 16 · EIN 36-2235791 Consulting | $25,012 |
Filed as: QDRO CONSULTANTS CO. LLC Service code 16 · EIN 34-1820650 Consulting | $8,815 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
4 contacts
Phone and email for the actuary are on Pro.
4 filings · 2022 to 2025