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.
$45K in admin expenses, $135 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
3 funds of $250K or more; 20 lines in all, holding $2.6M of the plan's $11.9M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Somerset Trust Co. Money Market Fund - Principal Principal · Money market | $360K | 13.9% |
| Federated MDT Mid-Cap Growth Fund ( 656) Federated Hermes · Mutual fund | $308K | 11.9% |
| JPMorgan Mid Cap Value Fund Class I JPMorgan · Mutual fund | $287K | 11.1% |
| Small/mid-cap growth stock f Manager not matched · Mutual fund | $241K | 9.3% |
| Federated Total Return Ultra-Short Bond Fund (Inst.) Federated Hermes · Mutual fund | $150K | 5.8% |
| Federated Hermes MDT Large Cap Growth Fund Institutional Shares Federated Hermes · Mutual fund | $149K | 5.8% |
| Small-Cap Stock Fund Manager not matched · Mutual fund | $149K | 5.8% |
| Somerset Trust Co. Money Market Fund - Income Manager not matched · Money market | $139K | 5.4% |
| Blackrock Common Stock BlackRock · Mutual fund | $116K | 4.5% |
| Fixed income mutual fund (fl Invesco · Mutual fund | $98K | 3.8% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
10 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 3 by compensation.
| Provider | Compensation |
|---|---|
SOMERSET CPAS1 year Filed as: SOMERSET TRUST COMPANY Service code 21 · EIN 25-0807970 Bank Trustee | $21,331 |
1ST SUMMIT BANK10+ years Service code 21 · EIN 25-1631323 Bank Trustee | $13,362 |
ACRISURE2 years Service code 11 · EIN 92-3652116 Actuarial | $10,800 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
David Weaver Acrisure 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 December 5, 2008.
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.
5 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025