Filings through .
1 of 17 flags tripped on the 2025 filing.
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 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.
$427K in admin expenses.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 4 by compensation.
| Provider | Compensation |
|---|---|
USI INSURANCE SERVICES LLC5 years Filed as: USI CONSULTING GROUP Service code 11 · EIN 06-1053228 Actuarial | $282,735 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB BANK Service code 26 · EIN 42-1558009 Advisory (Participants) | $18,659 |
BRICKER GRAYDON LLP3 years Service code 29 · EIN 31-4359739 Legal | $18,170 |
MALONEY & NOVOTNY LLC4 years Filed as: MALONEY + NOVOTNY LLC Service code 10 · EIN 34-0677006 Accounting | $13,400 |
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 2025 filing.
2 contacts
10 filings · 2016 to 2025