Filings through .
3 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low returns
Annual investment return 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.
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.
$1K in admin expenses, $5 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; 5 lines in all, holding $13.2M of the plan's $13.2M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| 2024 Assets Investments Manager not matched · Other | $10.9M | 83.1% |
| Additions Investment income: Net appreciation in fair value of investments Manager not matched · Other | $1.5M | 11.3% |
| Receivables: Employer contributions Manager not matched · Other | $363K | 2.8% |
| Investments At Contract Value Manager not matched · Insurance contract | $360K | 2.7% |
| Interest and dividend income from investments Manager not matched · Other | $9K | <0.1% |
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.
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 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: CENTRIC WEALTH MANAGEMENT Service code 99 · EIN 20-5122562 333 W. WACKER DRIVE · CHICAGO, IL 60606 Other Fees | $30,463 |
FGMK, LLC3 years Filed as: FGMK FINANCIAL SERVICES, LLC Service code 49 · EIN 20-0128147 2801 LAKESIDE DRIVE · BANNOCKBURN, IL 60015 Other Services | $4,836 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025