Filings through .
4 of 18 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
High cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.
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.
$22K in admin expenses, $12 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 hold $67.5M of the plan's $67.8M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| PIMCO Investment Grade Credit Bond Fund Institutional PIMCO (Allianz) · Mutual fund | $36.1M | 53.4% |
| PIMCO Long Duration Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $14.0M | 20.7% |
| Federated Hermes Government Obligations Fund Federated Hermes · Money market | $12.7M | 18.9% |
| PIMCO Investment Management Moderate PIMCO (Allianz) · Mutual fund | $4.7M | 7.0% |
Added 1 fund, dropped 3 funds.
| Fund | Year-end value |
|---|---|
| DroppedPIMCO Long-Term Credit Bond Fund Institutional | $8.6M |
| DroppedCollective Fund: Ssga S&P 500 Screened Index Fund | $7.1M |
| AddedPIMCO Investment Management Moderate | $4.7M |
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.
1 more change in this lineup is 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 |
|---|---|
STATE STREET GLOBAL ADVISORS11+ years Service code 28 STATE STREET FINANCIAL CENTER · BOSTON, MA 02206 Investment Management | $22,419 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
Filed February 10, 2005.
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.
2 contacts
11 filings · 2015 to 2025