Filings through .
1 of 17 flags tripped on the 2025 filing.
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value 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.
$121K in admin expenses, $80 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 3 by compensation.
| Provider | Compensation |
|---|---|
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC ADVISORS , INC Service code 27 · EIN 04-2654524 Advisory (Plan) | $113,883 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INVMTS. INST. OPERATIONS Service code 13 · EIN 04-2647786 Contract Administrator | $7,425 |
Service code 60 Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
Filed April 8, 2024 (most recent of 5 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
9 contacts
Phone and email for the actuary and top hat administrator are on Pro.
11 filings · 2015 to 2025