Filings through .
4 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
High cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Few collective trusts
<1% 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.
$781K in admin expenses, $621 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds hold $106M of the plan's $111M. Recordkeeper: Zenith American Solutions.
| Fund | Dollars | % of funds% |
|---|---|---|
| Federated Hermes Government Obligations Fund Federated Hermes · Mutual fund | $87.2M | 82.3% |
| Vanguard S&P 500 ETF Vanguard · ETF Index | $6.2M | 5.9% |
| TCW Metwest Total Return Bond Fund TCW · Mutual fund | $2.7M | 2.6% |
| Baird Short-Term Bond Fund Baird · Mutual fund | $2.6M | 2.4% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $2.0M | 1.9% |
| Vanguard Mid-Cap ETF Vanguard · ETF Index | $2.0M | 1.9% |
| Vanguard Developed Markets Index Fund Vanguard · Mutual fund | $1.6M | 1.5% |
| Invesco Equity Real Estate Securities Cl C Invesco · Collective trust | $931K | 0.9% |
| Blackrock Multi-Asset Income Portfolio BlackRock · Mutual fund | $758K | 0.7% |
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 9 by compensation.
| Provider | Compensation |
|---|---|
ZENITH AMERICAN SOLUTIONS4 years Service code 13 302 KNIGHTS RUN AVE · TAMPA, FL 33602 Contract Administrator | $249,043 |
CHEIRON11+ years Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 8300 GREENSBORO DR · MCLEAN, VA 22102 Actuarial | $158,851 |
FAULKNER, HOFFMAN & PHILLIPS, LLC11+ years Filed as: FAULKNER, HOFFMAN & PHILLIPS Service code 29 20445 EMERALD PKWY DR · CLEVELAND, OH 44135 Legal | $55,039 |
MARINER WEALTH ADVISORS, LLC2 years Filed as: MARINER INSTITUTIONAL LLC Service code 27 531 W MORSE BLVD STE 200 · WINTER PARK, FL 32789 Advisory (Plan) | $55,000 |
Filed as: KEYBANK Service code 19 127 PUBLIC SQUARE · CLEVELAND, OH 44114 Securities Custodian | $48,308 |
Filed as: INCOME RESEARCH + MANAGEMENT Service code 28 115 FEDERAL STREET · BOSTON, MA 02110 Investment Management | $45,946 |
YURCHYK & DAVIS CPA'S, INC.4 years Service code 10 3701 BOARDMAN CANFIELD RD · CANFIELD, OH 44406 Accounting | $40,460 |
IRON MOUNTAIN2 years Service code 15 2 SUN COURT · NORCROSS, GA 30092 Recordkeeping | $16,203 |
INVESCO11+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 1331 SPRING ST NW · ATLANTA, GA 30309 Investment Management | $7,054 |
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 |
|---|---|---|
Matt Deveney, FSA, Ea Cheiron, Inc 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.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025