Filings through .
2 of 17 flags tripped on the 2025 filing.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
$301K in admin expenses, $738 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds of $250K or more; 8 lines in all, holding $56.7M of the plan's $88.5M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $19.5M | 34.3% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $17.5M | 30.9% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $7.8M | 13.8% |
| Cost Value Vanguard Small Cap Index Shares Vanguard · Mutual fund Index | $6.1M | 10.7% |
| Commingled Trust Fund Sun Life (BentallGreenOak) · Collective trust | $3.1M | 5.5% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund | $2.7M | 4.8% |
| Reinsurance Group of America 3,900% Manager not matched · Insurance contract | $40K | <0.1% |
| Borrower, Lessor, Collateral, PAR OR Manager not matched · Other | $19K | <0.1% |
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 9 by compensation.
| Provider | Compensation |
|---|---|
COMMERCE BANK10+ years Filed as: THE COMMERCE TRUST COMPANY Service code 28 · EIN 48-0962626 922 WALNUT STREET · KANSAS CITY, MO 64106 Investment Management | $67,477 |
Filed as: MARINER INSTITUTIONAL LLC Service code 27 · EIN 59-3676225 531 W MORSE BLVD · WINTER PARK, FL 32789 Advisory (Plan) | $33,083 |
PLUMBERS LOCAL 25 BENEFIT FUND LLC10+ years Service code 13 · EIN 47-1064332 4600 46TH AVENUE · ROCK ISLAND, IL 61201 Contract Administrator | $31,500 |
EKON BENEFITS10+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 Actuarial | $29,710 |
ASB CAPITAL MANAGEMENT10+ years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 Investment Management | $26,936 |
SCHEFFEL BOYLE10+ years Service code 10 · EIN 37-1206530 222 EAST MAIN STREET · BELLEVILLE, IL 62220 Accounting | $17,300 |
CHARLES L. CRANE AGENCY3 years Filed as: CHARLES L. CRANE AGENCY COMPANY Service code 23 · EIN 43-1394059 400 CHESTERFIELD CENTER · CHESTERFIELD, MO 63017 Insurance services | $16,615 |
RBC GLOBAL ASSET MANAGEMENT10+ years Filed as: RBC GLOBAL ASSET MANAGEMENT (US)INC Service code 28 · EIN 41-1460668 100 SOUTH FIFTH STREET · MINNEAPOLIS, MN 55402 Investment Management | $15,798 |
HAMMOND AND SHINNERS, P.C.10+ years Filed as: HAMMOND AND SHINNERS PC Service code 29 · EIN 43-1429257 7730 CARONDELET · ST LOUIS, MO 63105 Legal | $11,432 |
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 |
|---|---|---|
Keith Kowalczyk Ekon Benefits 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.
10 filings · 2016 to 2025