Filings through .
3 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
$60K in admin expenses, $293 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 of $250K or more; 28 lines in all, holding $6.6M of the plan's $6.7M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| PIM Rlpt Bl 2040 Coll Trust P CIT Manager not matched · Collective trust | $1.5M | 23.1% |
| PIM Rlpt Bl 2055 Coll Trust P CIT Manager not matched · Collective trust | $818K | 12.3% |
| PIM Rlpt Bl 2045 Coll Trust P CIT Manager not matched · Collective trust | $690K | 10.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $608K | 9.2% |
| PIM Rlpt Bl 2060 Coll Trust P CIT Manager not matched · Collective trust | $472K | 7.1% |
| PIM Rlpt Bl 2050 Coll Trust P CIT Manager not matched · Collective trust | $470K | 7.1% |
| PIM Rlpt Bl 2035 Coll Trust P CIT Manager not matched · Collective trust | $384K | 5.8% |
| PIM Rlpt Bl 2065 Coll Trust P CIT Manager not matched · Collective trust | $341K | 5.1% |
| PIMCO Realpath Blend 2070 P PIMCO (Allianz) · Collective trust | $300K | 4.5% |
| PIM Rlpt Bl 2030 Coll Trust P CIT Manager not matched · Collective trust | $281K | 4.2% |
| 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 |
18 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedPIMCO Realpath Blend 2070 P | $300K |
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.
18 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 |
|---|---|
Filed as: MMA SECURITIES Service code 99 Other Fees | $22,720 |
MARSH & MCLENNAN AGENCY LLC2 years Filed as: MMA SECURITIES LLC Service code 99 · EIN 22-3570392 Other Fees | $1,637 |
Filed as: VOYA RETIREMENT INS & ANNUITY Service code 26 · EIN 71-0294708 Advisory (Participants) | $0 |
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.
4 contacts
11 filings · 2015 to 2025