Filings through .
3 of 18 flags tripped on the 2025 filing.
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.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 4 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
3 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$253K in admin expenses, $651 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
5 funds hold $6.4M of the plan's $6.4M. Recordkeeper: Benesys.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Short-Term Bond Index Fund Vanguard · Mutual fund Index | $4.2M | 65.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $922K | 14.4% |
| Vanguard Inflation-Protected Securities Fund Vanguard · Mutual fund | $598K | 9.4% |
| Govt Obligation Fund Capital Group · Money market | $364K | 5.7% |
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund Index | $303K | 4.7% |
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 8 by compensation.
| Provider | Compensation |
|---|---|
BENESYS, INC.4+ years Filed as: BENESYS INC Service code 13 · EIN 93-0446761 Contract Administrator | $51,441 |
JULES VAN SANT4+ years Service code 20 5331 S MACADAM STE 220 · PORTLAND, OR 97239 Direct payment from the plan; Trustee... | $45,000 |
RV KUHNS & ASSOCIATES4+ years Service code 27 · EIN 93-0910652 Advisory (Plan) | $38,889 |
VIGILANT SERVICES, INC.4+ years Filed as: VIGILANT SERVICES INC Service code 20 5331 S MACADAM STE 220 · PORTLAND, OR 97239 Direct payment from the plan; Trustee... | $30,000 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 Actuarial | $16,146 |
TRUCKER HUSS2 years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 Legal | $14,200 |
CLIFTONLARSONALLEN LLP4+ years Service code 10 · EIN 41-0746749 Accounting | $10,695 |
US BANK4+ years Service code 19 · EIN 31-0841368 Securities Custodian | $9,690 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
2 contacts
4 filings · 2022 to 2025