Filings through .
3 of 18 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Few collective trusts
<1% 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.
$173K in admin expenses, $295 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
7 funds of $250K or more; 13 lines in all, holding $17.4M of the plan's $17.6M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $8.8M | 50.5% |
| Baird Intermediate Bond Fund Institutional Baird · Mutual fund | $1.8M | 10.6% |
| Fidelity Total Bond K6 Fund Fidelity (FMR) · Mutual fund | $1.6M | 9.4% |
| WA Cap JMT Mortgage Income Fund Manager not matched · Other | $1.6M | 9.1% |
| Principal Real Estate Inv - US Property Separate Acct Principal · Other | $1.4M | 8.3% |
| Loomis Say Core Plus Bond Fund Natixis IM · Mutual fund | $615K | 3.5% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund Index | $435K | 2.5% |
| Harbor International Core Fund Harbor Capital · Mutual fund | $219K | 1.3% |
| Hartford Schroders International Multi-Cap Value Fund Hartford Funds · Mutual fund | $218K | 1.3% |
| Fiedlity Total internation Equity Fund Manager not matched · Mutual fund | $217K | 1.2% |
| 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 |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 4 funds.
| Fund | Year-end value |
|---|---|
| AddedBaird Intermediate Bond Fund Institutional | $1.8M |
| DroppedValue of interest in real estate: Principal Real Estate Inv - US Property Separate Acct | $1.6M |
| DroppedValue of interest in : WA Cap JMT Mortgage Income Fund | $1.4M |
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.
3 more lines and 3 more changes 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 6 by compensation.
| Provider | Compensation |
|---|---|
THE SEGAL COMPANY7 years Service code 11 · EIN 13-1975125 Actuarial | $39,976 |
STRATEGIC CAPITAL INVESTMENT ADVISO11+ years Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 Advisory (Plan) | $34,500 |
COMERICA BANK11+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 Securities Custodian | $14,371 |
LEGACY PROFESSIONALS LLP11+ years Service code 10 · EIN 32-0043599 Accounting | $12,436 |
Filed as: WASHINGTON CAPITAL Service code 28 1200 SIXTH AVENUE, SUIT 700 · SEATTLE, WA 98101 Investment Management | $7,818 |
JOHNSON & KROL, LLC11+ years Service code 29 · EIN 36-4342024 Legal | $6,525 |
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.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Daniel Reusz, FSA, Maaa Segal Schedule MB | Schedule MB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025