Filings through .
1 of 17 flags tripped on the 2025 filing.
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value 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.
$736K in admin expenses, $142 per participant (all participants, line 6f).
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 5 by compensation.
| Provider | Compensation |
|---|---|
STRATEGIC ADVISORS, INC.9 years Filed as: STRATEGIC ADVISORS, INC Service code 26 · EIN 04-2654524 Advisory (Participants) | $342,710 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 15 · EIN 04-2647786 Recordkeeping | $329,814 |
CROWE LLP2 years Filed as: CROWE, LLP Service code 10 · EIN 35-0921680 Accounting | $42,840 |
Filed as: ROBERT W. BAIRD & COMPANY Service code 27 · EIN 39-6037917 Advisory (Plan) | $13,474 |
Filed as: REINHART, BOERNER, VANDEUREN Service code 29 · EIN 39-1126909 Legal | $5,367 |
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 May 29, 2015 (most recent of 4 filings on file).
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
4 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025