Filings through .
2 of 17 flags tripped on the 2025 filing.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
$256K in admin expenses, $246 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds of $250K or more; 11 lines in all, holding $7.0M of the plan's $21.4M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $2.1M | 29.5% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 26.0% |
| PIMCO Diversified Income Fund PIMCO (Allianz) · Mutual fund | $1.1M | 15.7% |
| Baird Short-Term Bond Fund Baird · Mutual fund | $810K | 11.5% |
| EB Short Term Investment Fund Manager not matched · Collective trust | $459K | 6.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $268K | 3.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $231K | 3.3% |
| Federated Hermes Government Obligations Fund Federated Hermes · Money market | $219K | 3.1% |
| Consumers 23 Secure Fund Manager not matched · Mutual fund | $28K | 0.4% |
| Pg&e Energy Recovery Fund Manager not matched · Mutual fund | $11K | 0.2% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
1 more fund in this lineup: name, manager, vehicle, dollars and share are on Pro.
1 more line in this lineup is 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 7 by compensation.
| Provider | Compensation |
|---|---|
THE SEGAL COMPANY10+ years Filed as: SEGAL CO. Service code 11 · EIN 13-1975125 Actuarial | $31,219 |
KEY TRUST10+ years Service code 10 · EIN 31-1784820 Accounting | $25,239 |
CIUNI & PANICHI, INC.10+ years Service code 10 · EIN 34-1322309 Accounting | $24,982 |
MARINER WEALTH ADVISORS, LLC2 years Filed as: MARINER INSTITUTIONAL Service code 27 2000 AUBURN DR #200 · BEACHWOOD, OH 44122 Advisory (Plan) | $24,000 |
BONNIE MANNING10+ years Service code 30 · EIN 34-1059950 Employee (plan) | $18,238 |
WITHUMSMITH+BROWN, PC10+ years Filed as: DIANNA L. BROWN Service code 30 · EIN 34-1059950 Employee (plan) | $18,238 |
WASHINGTON STREET INSURANCE GROUP10+ years Service code 23 · EIN 36-4019884 Insurance services | $12,185 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025