Filings through .
1 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$75K in admin expenses, $153 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds hold $9.5M of the plan's $11.7M. Recordkeeper: Wipfli.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund | $1.9M | 20.6% |
| Collective Trust Fund Federated Hermes Federated Hermes · Stable value Stable value | $1.7M | 18.4% |
| Calvert US Large Cap Core Morgan Stanley · Mutual fund | $1.5M | 16.3% |
| T. Rowe Price Mid Cap Advisor T. Rowe Price · Mutual fund | $852K | 9.0% |
| American Mutual Fund Manager not matched · Mutual fund | $699K | 7.4% |
| Columbia Intermediate Bond Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $633K | 6.7% |
| Columbia Small Cap Core Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $607K | 6.4% |
| Eaton Vance Floating-Rate & High Income Fund Advisers Class Morgan Stanley · Mutual fund | $513K | 5.4% |
| Fund Admiral Manager not matched · Mutual fund | $488K | 5.2% |
| Mutual Funds Mid Atlantic Trust Company American Balanced Manager not matched · Collective trust | $451K | 4.8% |
No lineup changes between the 2024 and 2025 filings.
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.
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 5 by compensation.
| Provider | Compensation |
|---|---|
WIPFLI LLP11+ years Service code 14 P.O. BOX 3160 · MILWAUKEE, WI 53201 Plan Administrator | $28,118 |
WOODBURY FINANCIAL SERVICES7 years Service code 26 7755 3RD ST N · OAKDALE, MN 55128 Advisory (Participants) | $16,371 |
DS & B, LTD1 year Filed as: DS&B, LTD. Service code 10 · EIN 41-1475695 Accounting | $12,000 |
MARSHALL AND STEVENS1 year Filed as: MARSHALL & STEVENS Service code 34 800 WEST SIXTH STREET · LOS ANGELES, CA 90017 Valuation (appraisals, etc.) | $9,000 |
WIPFLI LLP1 year Filed as: WIPFLI ADVISORY LLC Service code 14 · EIN 39-3647910 Plan Administrator | $7,893 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025