Filings through .
2 of 18 flags tripped on the 2024 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 2024 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.
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds hold $47.8M of the plan's $59.8M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| PIMCO Variable Account - Short Term PIMCO (Allianz) · Mutual fund | $12.8M | 26.8% |
| Variable Account - S&P 500 Manager not matched · Other Index | $7.1M | 14.9% |
| PIMCO Variable Account - Total Return PIMCO (Allianz) · Mutual fund | $5.4M | 11.2% |
| Avip BlackRock Variable Account - International Equity BlackRock · Mutual fund | $4.0M | 8.4% |
| Variable Account - S&P MidCap 400 Manager not matched · Other | $3.8M | 8.0% |
| Variable Account - Nasdaq 100 Index Geode Capital Management · Mutual fund Index | $3.7M | 7.8% |
| Avip Fiam Variable Account - Equity Growth Fidelity (FMR) · Other | $3.4M | 7.0% |
| PIMCO CommodityRealReturn Strategy Fund PIMCO (Allianz) · Mutual fund | $1.8M | 3.7% |
| Variable Account - Small Cap Manager not matched · Other | $1.5M | 3.1% |
| Variable Account - VI International Equity 660,217 : Avip BlackRock BlackRock · Mutual fund | $1.2M | 2.6% |
| 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 |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
3 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 2024 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Hans Nienaber SMS Retirement 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.
Filed October 18, 2004 (most recent of 3 filings on file).
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
5 contacts
Phone and email for the actuary are on Pro.
10 filings · 2015 to 2024