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.
$38K in admin expenses, $140 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 14 lines in all, holding $8.7M of the plan's $8.8M. Recordkeeper: Minnesota Life Insurance.
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Large Cap Growth JPMorgan · Insurance contract | $1.7M | 19.5% |
| Minnesota Life Insurance Company Nomura Mid Cap Growth Securian · Insurance contract | $1.6M | 18.6% |
| Dodge & Cox Stock Fund Dodge & Cox · Insurance contract | $1.5M | 17.8% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Insurance contract Index | $1.2M | 13.5% |
| BlackRock Low Duration Bond Portfolio Institutional Shares BlackRock · Insurance contract | $1.2M | 13.3% |
| Segall Brynt & Hml Sm-Cap Gr Ret Securian · Insurance contract | $577K | 6.7% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Insurance contract | $562K | 6.5% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Insurance contract Index | $252K | 2.9% |
| Janus Henderson Balanced Fund Class A Janus Henderson · Insurance contract | $45K | 0.5% |
| JPMorgan Global Allocation JPMorgan · Insurance contract | $14K | 0.2% |
| 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 |
4 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 4 funds.
| Fund | Year-end value |
|---|---|
| DroppedJPMorgan Large Cap Growth Fund | $1.6M |
| DroppedNuveen International Equity Index Fund Class I | $1.4M |
| DroppedDodge & Cox Stock Fund | $1.4M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 stable value or insurance lines.
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.
4 more lines and 1 more change 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 |
|---|---|
HARBOUR INVESTMENTS INC4 years Service code 27 · EIN 39-1571149 Advisory (Plan) | $25,734 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 Custodial (other than securities); Cl... | $21,441 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
Filed May 7, 2025.
Total covered: 11 employees
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025