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.
$329K in admin expenses, $657 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds hold $39.0M of the plan's $45.4M. Recordkeeper: Lawrence C. Musgrove Associates.
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab Strategic TR Charles Schwab · Mutual fund | $15.2M | 39.0% |
| Vanguard Total International Stock Index Fund Vanguard · ETF Index | $5.8M | 14.9% |
| iShares Core U.S. Aggregate Bond ETF BlackRock · ETF Index | $5.0M | 12.8% |
| Pgim Total Return Bond Fund Prudential (PGIM) · Mutual fund | $3.5M | 9.1% |
| Core Bond Account TIAA (Nuveen) · Mutual fund | $3.0M | 7.8% |
| Voya Intermediate Bond Fund Voya · Mutual fund | $1.7M | 4.4% |
| Vanguard Ftse Developed Markets ETF Vanguard · ETF Index | $1.2M | 3.0% |
| Sachs GQG Part Intl Opportunities GQG Partners · Other | $885K | 2.3% |
| LEM Multifamily Fund V, LP Manager not matched · Mutual fund | $732K | 1.9% |
| Harding Loevner Intl Eqty Fd Cl Inst Affiliated Managers Group · Other | $598K | 1.5% |
| 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 |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
3 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 7 by compensation.
| Provider | Compensation |
|---|---|
PFM ADVISORS10+ years Service code 27 · EIN 23-3087064 Advisory (Plan) | $137,705 |
O'DONOGHUE & O'DONOGHUE5 years Filed as: ODONOGHUE & ODONOGHUE Service code 29 5301 WISCONSIN AVE, NW · WASHINGTON, DC 20015 Legal | $46,950 |
Filed as: LAWRENCE C MUSGOVE ASSOC Service code 13 · EIN 54-0759756 Contract Administrator | $40,194 |
CONRAD SIEGEL6 years Filed as: CONRAD SIGEL ACTUARIES Service code 11 · EIN 23-1669823 Actuarial | $26,370 |
WILMINGTON TRUST7 years Filed as: WILMINGTON TRUST CORPORATION Service code 19 · EIN 16-1486454 Securities Custodian | $23,844 |
FISCHER DORWART, P.C.5 years Filed as: FISCHER DORWART PC Service code 10 · EIN 23-2247478 Accounting | $8,500 |
FOX ROTHSCHILD LLP3 years Filed as: FOX ROTHSCHILD Service code 29 2000 MARKET STREET SUITE 2000 · PHILADELPHIA, PA 19103 Legal | $5,546 |
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 |
|---|---|---|
Joshua R. Mayhue Conrad Siegel Actuaries 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.
10 filings · 2016 to 2025