Filings through .
1 of 18 flags tripped on the 2025 filing.
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 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.
$67K in admin expenses, $172 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 of $250K or more; 24 lines in all, holding $36.5M of the plan's $36.8M. Recordkeeper: Minnesota Life Insurance.
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Large Cap Growth Fund JPMorgan · Insurance contract | $7.0M | 19.2% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Insurance contract | $5.4M | 14.7% |
| iShare S&P 500 Index Service Securian · Insurance contract Index | $3.4M | 9.2% |
| Dodge & Cox International Stock Fund Class I Dodge & Cox · Insurance contract | $3.3M | 8.9% |
| Morgan Stanley Inst Intl Opp I Morgan Stanley · Insurance contract | $2.8M | 7.7% |
| North Square Dynamic Small CAP Fund Class A Securian · Insurance contract | $2.7M | 7.3% |
| Eaton Vance Atlanta Smid Cap A Morgan Stanley · Insurance contract | $2.3M | 6.4% |
| Fidelity Adv Total Bond I Fidelity (FMR) · Insurance contract | $1.5M | 4.0% |
| BlackRock Strgc Inc Opps Ins BlackRock · Insurance contract | $1.4M | 3.9% |
| Thornburg Strategic Income R Thornburg · Insurance contract | $1.2M | 3.3% |
| 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 |
14 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedMairs & Power Small Cap Fund | $1.9M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
14 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 |
|---|---|
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 Advisory (Plan) | $55,242 |
MINNESOTA LIFE INSURANCE COMPANY11+ years Service code 12 · EIN 41-0417830 Recordkeeping and information managem... | $51,011 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
Filed July 10, 2019 (most recent of 2 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
4 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025