Filings through .
3 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$68K in admin expenses, $284 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds of $250K or more; 34 lines in all, holding $12.6M of the plan's $12.8M. Recordkeeper: Schneider Downs & CO.
Target-date series: Vanguard Target Retirement, mutual fund, 5% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.2M | 17.3% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 13.1% |
| Standard Stable Asset Fund 2 Manager not matched · Stable value Stable value | $1.2M | 9.2% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $1.2M | 9.2% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $808K | 6.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $792K | 6.3% |
| Baird Aggregate Bond Fund Institutional Baird · Mutual fund | $675K | 5.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $607K | 4.8% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $575K | 4.6% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund | $489K | 3.9% |
| 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 |
24 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
24 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 2 by compensation.
| Provider | Compensation |
|---|---|
SCHNEIDER DOWNS & CO., INC.10+ years Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV. Service code 26 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 15222 Advisory (Participants) | $50,372 |
SCHNEIDER DOWNS & CO., INC.6 years Filed as: SCHNEIDER DOWNS RET. SOLUTIONS Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 15222 Recordkeeping | $17,975 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025