Filings through .
3 of 18 flags tripped on the 2025 filing.
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.
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.
$5K in admin expenses, $36 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
4 funds of $250K or more; 39 lines in all, holding $2.9M of the plan's $3.1M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fixed Account Plus Corebridge (AIG) · Insurance contract | $731K | 25.5% |
| Stock Index Fund Corebridge (AIG) · Mutual fund Index | $366K | 12.8% |
| Science & Technology Fund Corebridge (AIG) · Mutual fund | $338K | 11.8% |
| Systematic Core Fund Corebridge (AIG) · Mutual fund | $303K | 10.6% |
| International Equities Index Fund Corebridge (AIG) · Mutual fund Index | $126K | 4.4% |
| Mid Cap Index Fund Corebridge (AIG) · Mutual fund Index | $111K | 3.9% |
| Vanguard Windsor II Fund Vanguard · Mutual fund | $91K | 3.2% |
| Small Cap Growth Fund Corebridge (AIG) · Mutual fund | $88K | 3.1% |
| Emerging Economies Manager not matched · Other | $87K | 3.0% |
| Growth Fund Corebridge (AIG) · Mutual fund | $60K | 2.1% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
29 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
29 more lines in this lineup are 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 1 by compensation.
| Provider | Compensation |
|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 Securities Custodian | $4,689 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
2 rows: defaulted loans (Part 1), defaulted leases (Part 2) and non-exempt transactions (Part 3). Any row warrants fiduciary review.
| Counterparty | Category | Relationship and terms |
|---|---|---|
Plan Participant Part 3 Non-exempt transaction | Non-exempt transaction | |
Plan Participant Part 3 Non-exempt transaction | Non-exempt transaction |
Relationship, terms, address and dollar amount for each transaction are on Pro.
Amounts and terms are on Pro. Pro is free for 7 days and then costs $49 a month.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025