Filings through .
2 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 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.
$100K in admin expenses, $634 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
14 funds hold $21.8M of the plan's $23.9M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Large-Cap Index Fund Vanguard · Mutual fund Index | $4.3M | 19.8% |
| Vanguard Intermediate Term Inv Vanguard · Mutual fund | $3.3M | 15.1% |
| Vanguard Intermediate-Term Bond Index Fund Vanguard · Mutual fund | $2.4M | 11.0% |
| Dimensional Fund Advisors US Large Cap Equity Dimensional · Mutual fund | $2.1M | 9.6% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $1.9M | 8.9% |
| Schwab U.S. Large-Cap Value Index Fund Charles Schwab · Mutual fund | $1.6M | 7.4% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $1.5M | 6.9% |
| Dodge and Cox lnt'I Stock Fund Dodge & Cox · Mutual fund | $955K | 4.4% |
| Causeway International Fund Causeway Capital · Mutual fund | $884K | 4.1% |
| T. Rowe Price Blue Chip T. Rowe Price · Mutual fund | $864K | 4.0% |
| 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.
Added 3 funds, dropped 2 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighDimensional Fund Advisors US Large Cap Value to Schwab U.S. Large-Cap Value Index Fund | $1.1M to $1.6M |
| DroppedDodge & Cox International Stock Fund | $956K |
| AddedDodge and Cox lnt'I Stock Fund | $955K |
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 and 3 more changes 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 |
|---|---|
NORTHEAST ADVISORS, INC.11+ years Service code 27 · EIN 23-3044281 163 WEST LANCASTER AVENUE · PAOLI, PA 19301 Advisory (Plan) | $40,231 |
N.A. FALCONE & ASSOCIATES, INC.11+ years Filed as: N.A. FALCONE & ASSOCIATES, INC Service code 11 · EIN 23-2773128 711 NORTH YORK ROAD · WILLOW GROVE, PA 19090 Actuarial | $27,096 |
SNYDER & CLEMENTE11+ years Service code 10 · EIN 23-2535812 575 PIERCE STREET · KINGSTON, PA 18704 Accounting | $16,500 |
IRA H. WEINSTOCK, P.C.1 year Service code 29 · EIN 23-2080847 800 NORTH SECOND STREET · HARRISBURG, PA 17102 Legal | $5,998 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Scott E. Ruehr, FSA N.A. Falcone & Associates, Inc. Schedule MB | Schedule MB |
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.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025