Filings through .
1 of 17 flags tripped on the 2025 filing.
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.
$41K in admin expenses, $298 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds of $250K or more; 16 lines in all, holding $3.9M of the plan's $4.5M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| TCW Metwest Total Return Bond Fund Class I TCW · Mutual fund | $598K | 15.4% |
| Principal/Federated Total Return Bond CIT N Federated Hermes · Collective trust | $586K | 15.1% |
| Principal/BlackRock S&P 500 Index CIT N BlackRock · Collective trust Index | $397K | 10.2% |
| Prin/MFS Value CIT N MFS (Sun Life) · Collective trust | $280K | 7.2% |
| Invesco International Growth Fund Class R6 Invesco · Mutual fund | $278K | 7.1% |
| Fidelity Real Estate Index Fund Fidelity (FMR) · Mutual fund Index | $269K | 6.9% |
| Principal/BlackRock S&P MidCap Index CIT N BlackRock · Collective trust Index | $231K | 5.9% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $183K | 4.7% |
| PIMCO High Yield Fund Institutional PIMCO (Allianz) · Mutual fund | $183K | 4.7% |
| Principal/BlackRock International Equity Index CIT N BlackRock · Collective trust Index | $181K | 4.7% |
| 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
6 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.
This plan did not file a Schedule C with its most recent Form 5500, so no paid service providers are listed.
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Anna Mayzel Mercer 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.
4 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025