Filings through .
3 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return 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.
$146K in admin expenses, $1160 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
4 funds hold $13.7M of the plan's $19.4M. Recordkeeper: Benesys.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $7.3M | 53.6% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $2.5M | 18.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 14.2% |
| Jpmorgan Incm Builder FD R6 JPMorgan · Mutual fund | $1.9M | 14.0% |
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 |
|---|---|
HORIZON ACTUARIAL SERVICES, LLC10+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 Actuarial | $50,095 |
BENESYS, INC.10+ years Filed as: BENESYS Service code 13 · EIN 38-2383171 Contract Administrator | $29,116 |
THE BOGDAHN GROUP10+ years Service code 27 · EIN 59-3676225 Advisory (Plan) | $23,000 |
CIUNI & PANICHI, INC.10+ years Service code 10 · EIN 34-1322309 Accounting | $13,183 |
FIFTH THIRD BANK RETIREMENT SERVICE10+ years Filed as: FIFTH THIRD BANK Service code 21 · EIN 30-0194096 Bank Trustee | $11,250 |
EBERTS & HARRISON2 years Filed as: EBERTS & HARRISON, INC. Service code 73 1604 RIDGESIDE DR #203 · MT. AIRY, MD 21771 Other insurance fees and expenses | $5,453 |
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 |
|---|---|---|
Thomas C. Cliffel Horizon Actuarial Services, LLC 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.
4 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025