Filings through .
2 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).
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.
$74K in admin expenses, $166 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds of $250K or more; 8 lines in all, holding $53.0M of the plan's $54.3M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| maturity date, rate of interest, T Bank III to I Equity Fund QP Manager not matched · Mutual fund | $29.8M | 56.2% |
| T Bank Equity Fund ETF QP Manager not matched · Collective trust Index | $9.4M | 17.7% |
| T Bank III to I Core Fixed Income QP Manager not matched · Collective trust | $8.5M | 16.1% |
| T Bank Fixed Income Fund ETF QP Manager not matched · Collective trust Index | $2.3M | 4.3% |
| Federated Hermes Government Obligations Fund Federated Hermes · Mutual fund | $1.3M | 2.5% |
| T Bank Real Asset Fund QP Manager not matched · Collective trust | $1.3M | 2.4% |
| T Bank International Equity Fund Manager not matched · Collective trust | $249K | 0.5% |
| T Bank Money Market Manager not matched · Money market | $140K | 0.3% |
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 1 by compensation.
| Provider | Compensation |
|---|---|
T BANK, N.A.11+ years Service code 19 · EIN 20-1099212 Securities Custodian | $74,485 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
6 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025