Filings through .
3 of 18 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant 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.
$214K in admin expenses, $382 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
7 funds of $250K or more; 8 lines in all, holding $32.7M of the plan's $33.0M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $11.4M | 35.0% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.7M | 14.3% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $4.7M | 14.3% |
| Baird Aggregate Bond Fund Institutional Baird · Mutual fund | $4.6M | 14.0% |
| Ara Core Property Fund - Partnership/joint Venture Interests Manager not matched · Mutual fund | $3.5M | 10.8% |
| Eupac Fund Capital Group · Mutual fund | $2.5M | 7.8% |
| Partnership/joint venture HGK Trinity Street International Equity Fund Manager not matched · Mutual fund | $1.2M | 3.7% |
| Northern Institutional Treasury Portfolio Manager not matched · Money market | $4K | <0.1% |
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 |
|---|---|
NOA1 year Service code 10 · EIN 34-1337680 Accounting | $79,270 |
TRUST COMPANY OF TOLEDO10+ years Filed as: THE TRUST COMPANY OF TOLEDO Service code 28 · EIN 34-1661757 Investment Management | $67,365 |
UNITED ACTUARIAL SERVICES10+ years Service code 11 · EIN 35-2156428 Actuarial | $32,500 |
Filed as: MARINER INSTITUTIONAL LLC Service code 27 · EIN 26-2766689 Advisory (Plan) | $22,000 |
Service code 29 · EIN 34-4439491 Legal | $13,871 |
Service code 19 · EIN 31-0800053 Securities Custodian | $13,500 |
HUNTINGTON NATIONAL BANK7 years Filed as: HUNTINGTON INSURANCE Service code 28 37 W. BROAD STREET · COLUMBUS, OH 43215 Investment Management | $7,653 |
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 |
|---|---|---|
Erika L. Creager, Ea, Maaa United Actuarial Services, 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.
10 filings · 2016 to 2025