Filings through .
4 of 17 flags tripped on the 2025 filing.
Low fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$180K in admin expenses, $2764 per participant (all participants, line 6f).
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
Service code 15 23 CORPORATE PLAZA DR SUITE 150 · NEWPORT BEACH, CA 92660 Recordkeeping | $13,188 |
BEACON ADVISORS3 years Service code 71 · EIN 27-0636826 73833 EL PADEO DRIVE SUITE 200 · PALM DESERT, CA 92260 Brokerage Fees | $11,038 |
JULY BUSINESS SERVICES3 years Filed as: JULY BUSINESS SERVICES, LLC Service code 64 · EIN 74-2715820 400 AUSTIN AVENUE SUITE 1200 · WACO, TX 76701 Recordkeeping Fees | $8,019 |
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
1 contact
11 filings · 2015 to 2025