Filings through .
No flags tripped on the 2024 filing.
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.
$16K in admin expenses, $135 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
3 funds of $250K or more; 4 lines in all, holding $1.7M of the plan's $8.6M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Exchange Traded Funds Manager not matched · Mutual fund | $868K | 50.9% |
| 062 Manager not matched · Mutual fund | $494K | 28.9% |
| Employer contributions receivable Manager not matched · Other | $332K | 19.5% |
| Market Portfolio Manager not matched · Mutual fund | $12K | 0.7% |
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 1 by compensation.
| Provider | Compensation |
|---|---|
Service code 51 2301 HOLMGREN WAY · GREEN BAY, WI 54304 Investment Mgmt Fees | $15,641 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2024 filing.
2 contacts
10 filings · 2015 to 2024