Filings through .
1 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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 3 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
2 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$2.6M in admin expenses, $66 per participant (all participants, line 6f).
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 5 by compensation.
| Provider | Compensation |
|---|---|
FID INV INST OPS CO3+ years Service code 37 · EIN 04-2647786 Loan Processing | $1,163,475 |
EDELMAN FINANCIAL ENGINES, LLC3+ years Filed as: FINANCIAL ENGINES Service code 27 · EIN 77-0473565 Advisory (Plan) | $1,130,265 |
GROOM LAW GROUP3+ years Service code 29 · EIN 52-1219029 Legal | $242,230 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 Accounting | $40,163 |
BAKER TILLY US, LLP3+ years Filed as: BAKER TILLY Service code 10 · EIN 30-1413443 Accounting | $4,463 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
4 contacts
3 filings · 2023 to 2025