Filings through .
3 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.
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.
$136K in admin expenses, $1476 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 of $250K or more; 15 lines in all, holding $4.7M of the plan's $6.1M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares Core S&P BlackRock · ETF Index | $2.1M | 43.6% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $556K | 11.8% |
| DFA International Dimensional · Mutual fund | $287K | 6.1% |
| American Multi-Sec Inc-F3 Capital Group · Mutual fund | $276K | 5.8% |
| Federated Hermes Government Obligations Fund Federated Hermes · Money market | $254K | 5.4% |
| Artificial Intelligence & Tech Manager not matched · Other | $250K | 5.3% |
| iShares Core MSCI Developed Markets BlackRock · ETF Index | $215K | 4.6% |
| iShares Flexible Income Active ETF BlackRock · ETF Index | $194K | 4.1% |
| Emerging Markets Value Manager not matched · Other | $149K | 3.2% |
| Capital Emerging Markets Growth Instl Manager not matched · Other | $145K | 3.1% |
| 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 |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedBlackrock Total Return Portfolio Class I | $363K |
| DroppedAllspring Core Bond Fund | $300K |
| AddedAmerican Multi-Sec Inc-F3 | $276K |
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.
5 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 3 by compensation.
| Provider | Compensation |
|---|---|
PNC BANK, N.A.11+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 21 · EIN 25-1211909 Bank Trustee | $38,404 |
Filed as: USI CONSULTING GROUP Service code 11 · EIN 06-1053228 Actuarial | $36,631 |
DOPKINS & COMPANY, LLP5 years Filed as: DOPKINS & COMPANY Service code 10 · EIN 16-0929175 Accounting | $14,700 |
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.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Michael Carney Usi Consulting Group 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.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025