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 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.
$664K in admin expenses, $60 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
25 funds of $250K or more, counting each target-date vintage; shown as 14 lines, holding $1.08B of the plan's $1.08B. Recordkeeper: not identified.
Target-date series: Vanguard Target Retirement, collective trust, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 12 vintages | $528M | 49.0% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $192M | 17.8% |
| T. Rowe Price Blue Chip Growth Trust T. Rowe Price · Collective trust | $112M | 10.4% |
| Goldman Sachs Stable Value Institutional Fund Goldman Sachs · Stable value Stable value | $39.9M | 3.7% |
| PIMCO RAE US Small CIT Fund PIMCO (Allianz) · Collective trust | $38.5M | 3.6% |
| Eupac Fund Capital Group · Mutual fund | $38.5M | 3.6% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $31.6M | 2.9% |
| Franklin Small Cap Growth GG Trust Franklin Templeton · Collective trust | $29.7M | 2.8% |
| Vanguard Mid-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $25.7M | 2.4% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $16.0M | 1.5% |
| 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 |
4 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedT. Rowe Price Blue Chip Growth Trust | $112M |
| DroppedT. Rowe Price Institutional Large-Cap Core Growth Fund | $102M |
| ReplacedHighWilliam Blair Small Cap Value Fund to PIMCO RAE US Small CIT Fund | $36.8M to $38.5M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
4 more lines and 1 more change 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 3 by compensation.
| Provider | Compensation |
|---|---|
UNION BANK & TRUST COMPANY11+ years Service code 12 · EIN 47-0321480 Trustee (bank, trust company, or simi... | $542,143 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 Advisory (Plan) | $121,847 |
MATRIXTRUST11+ years Filed as: MATRIX CLEARANCE AND SETTLEMENT Service code 33 · EIN 13-4046432 Securities brokerage; Sub-transfer ag... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
Filed October 15, 2002.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025