Filings through .
3 of 18 flags tripped on the 2025 filing.
Low participant contribution
Participant 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.
$553K in admin expenses, $2088 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
17 funds hold $179M of the plan's $180M. Recordkeeper: Marquette Associates.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $82.9M | 46.2% |
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund | $24.2M | 13.5% |
| Vanguard Developed Markets Index Fund Institutional Shares Vanguard · Mutual fund Index | $14.6M | 8.1% |
| Parametric Defensive Equity Fund Morgan Stanley · Mutual fund | $9.0M | 5.0% |
| Bank Loan Select Fund (Offshore) First Eagle · Mutual fund | $7.3M | 4.1% |
| Real estate investment fund: Clarion Franklin Templeton · Mutual fund | $6.6M | 3.7% |
| Erisa Opportunity Fund, LP Manager not matched · Mutual fund | $5.9M | 3.3% |
| Wellington CTF International Small Cap Research Equity Wellington · Other | $5.5M | 3.1% |
| Private Equity IX (Offshore) LP Manager not matched · Other | $4.4M | 2.4% |
| Private Equity Viii Offshore Manager not matched · Other | $4.2M | 2.3% |
| 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
7 more lines 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 |
|---|---|
EPIC RPS5 years Service code 13 · EIN 16-1268674 5 WIDGERY WHARF · PORTLAND, ME 04101 Contract Administrator | $97,038 |
MARQUETTE ASSOCIATES9 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 11 180 NORTH LASALLE DRIVE · CHICAGO, IL 60601 Actuarial | $84,356 |
WELLINGTON MANAGEMENT8 years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 46-2546180 Investment Management | $39,369 |
BANK OF OKLAHOMA10+ years Service code 28 · EIN 73-6210970 Investment Management | $34,681 |
Service code 28 Investment Management | $25,601 |
Service code 28 · EIN 45-2531297 Investment Management | $24,800 |
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 |
|---|---|---|
Jonathan Witten, FSA, Ea Epic Retirement Plan Services Schedule SB | Schedule SB |
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.
Filed October 2, 2017.
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.
6 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025