Filings through .
2 of 18 flags tripped on the 2024 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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 2024 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.
$118K in admin expenses, $211 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
21 funds of $250K or more; 31 lines in all, holding $33.3M of the plan's $33.6M. Recordkeeper: CPI Qualified Plan Consultants.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds 2030 T-Date R4 Capital Group · Mutual fund | $5.8M | 17.5% |
| Columbia Large Cap Index Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund Index | $3.7M | 11.0% |
| Cmfg Life Stable Value (A22) Manager not matched · Insurance contract | $3.1M | 9.4% |
| American Funds 2035 T Date R4 Capital Group · Mutual fund | $3.1M | 9.2% |
| American Funds 2025 T Date R4 Capital Group · Mutual fund | $2.4M | 7.1% |
| Columbia Mid Cap Index Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund Index | $1.9M | 5.7% |
| Columbia Seligman Technology and Information Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund | $1.4M | 4.2% |
| T.Rowe Price NWA Growth Advance Fund T. Rowe Price · Mutual fund | $1.4M | 4.1% |
| American Funds 2045 T Date R4 Capital Group · Mutual fund | $1.2M | 3.7% |
| Columbia Small Cap Index Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund Index | $1.1M | 3.2% |
| 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 |
21 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
21 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 2 by compensation.
| Provider | Compensation |
|---|---|
SMITH, MOORE & CO.8 years Service code 27 7777 BONHOMME AVE STE 2400 · CLAYTON, MO 63105-1931 Advisory (Plan) | $64,213 |
CPI QUALIFIED PLAN CONSULTANTS, INC10+ years Service code 15 · EIN 48-1205033 Recordkeeping | $53,597 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2024 filing.
3 contacts
10 filings · 2015 to 2024