Filings through .
3 of 18 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$468K in admin expenses, $327 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
5 funds hold $88.4M of the plan's $89.4M. Recordkeeper: American Benefit.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $38.4M | 43.5% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $34.0M | 38.4% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $9.2M | 10.4% |
| Tortoise MLP & Pipeline Inst Manager not matched · Mutual fund | $3.5M | 4.0% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.3M | 3.7% |
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 6 by compensation.
| Provider | Compensation |
|---|---|
HYLANT GROUP4 years Filed as: HYLANT Service code 23 · EIN 34-1880366 Insurance services | $89,756 |
CUNI, RUST & STRENK10+ years Filed as: CUNI RUST & STRENK Service code 11 · EIN 31-1227755 Actuarial | $86,350 |
FUND EVALUATION GROUP10+ years Service code 27 · EIN 01-0694771 Advisory (Plan) | $60,000 |
Service code 99 · EIN 52-1042410 Other Fees | $58,526 |
LEDBETTER PARISI LLC10+ years Service code 29 · EIN 03-0599899 Legal | $39,489 |
CIUNI & PANICHI, INC.3 years Service code 10 · EIN 34-1322309 Accounting | $28,620 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Allen L. Pauly Cuni, Rust & Strenk Schedule MB | Schedule MB |
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.
3 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025