Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
5% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$75K in admin expenses, $210 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
3 funds hold $52.4M of the plan's $54.3M. Recordkeeper: Marsh & Mclennan Agency.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mutual Manager not matched · Mutual fund | $48.4M | 92.3% |
| Investments Manager not matched · Collective trust | $2.6M | 5.0% |
| Employer contributions receivable Manager not matched · Other | $1.5M | 2.8% |
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, not 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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
MARSH & MCLENNAN AGENCY LLC8 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 Recordkeeping | $67,863 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $6,528 |
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.
3 contacts
10 filings · 2016 to 2025