Filings through .
3 of 17 flags tripped on the 2024 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 2024 filing, 1 of 8 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
7 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$65K in admin expenses, $99 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 19 lines in all, holding $7.3M of the plan's $7.6M. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Indexselect Moderate Retire Fund CL I Manager not matched · Collective trust | $1.2M | 16.3% |
| IndexSelect Moderate 2045 Fund CL I Manager not matched · Collective trust | $1.1M | 15.5% |
| IndexSelect Moderate 2055 Fund CL I Manager not matched · Collective trust | $1.0M | 14.3% |
| Great Grey Trust Company: IndexSelect Moderate 2035 Fund Class I Manager not matched · Collective trust | $995K | 13.6% |
| Empower Annuity Insurance Co of America Fidelity 500 Index Fidelity (FMR) · Insurance contract Index | $495K | 6.8% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $359K | 4.9% |
| Reliance Trust Company: Reliance MetLife Series 25053 C1 0 Manager not matched · Collective trust | $330K | 4.5% |
| IndexSelect Moderate 2065 Fund CL I Manager not matched · Collective trust | $286K | 3.9% |
| Pgim Total Retur Bond R6 Prudential (PGIM) · Mutual fund | $241K | 3.3% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $238K | 3.3% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
9 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 4 by compensation.
| Provider | Compensation |
|---|---|
Service code 15 · EIN 13-3689044 Recordkeeping | $44,271 |
PREMIER PLAN CONSULTANTS1 year Filed as: PREMIER PLAN CONSULTANTS INC. Service code 13 6215 FERRIS SQUARE SUITE 201 · SAN DIEGO, CA 92121 Contract Administrator | $1,872 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 Advisory (Plan) | $1,361 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $929 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2024 filing.
2 contacts
8 filings · 2017 to 2024