Filings through .
3 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return 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.
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.
$35K in admin expenses, $254 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
1 fund holds $49K of the plan's $4.3M. Recordkeeper: Blue Ridge Esop Associates.
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab U.S. Treasury Money Fund - Ultra Class Charles Schwab · Mutual fund | $49K | 100.0% |
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 4 by compensation.
| Provider | Compensation |
|---|---|
Service code 21 · EIN 81-0961703 S86W17877 WOODS RD · MUSKEGO, WI 53150 Bank Trustee | $20,000 |
ECP ACCOUNTING, INC3 years Service code 10 100 NW MARTIN LUTHER KING JR. BLVD · EVANSVILLE, IN 47708 Accounting | $8,000 |
BLUE RIDGE ESOP ASSOCIATES3 years Service code 64 · EIN 13-4238973 154 HANSEN RD STE 102 · CHARLOTTESVILLE, VA 22911 Recordkeeping Fees | $4,613 |
KRIEG DEVAULT LLP1 year Filed as: KREIG DEVAULT Service code 29 · EIN 35-1055087 ONE INDIANA SQUARE · INDIANAPOLIS, IN 46204 Legal | $2,209 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025