Filings through .
3 of 18 flags tripped on the 2024 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2024 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$61K in admin expenses, $381 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
12 funds of $250K or more; 32 lines in all, holding $8.7M of the plan's $9.8M. Recordkeeper: Alerus Financial.
Target-date series: American Funds Target Date, mutual fund, 13% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 5 vintages | $1.2M | 13.5% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $999K | 11.5% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund | $950K | 10.9% |
| John Hancock Bond Fund Class R6 John Hancock (Manulife) · Mutual fund | $716K | 8.2% |
| American Funds Fundamental Investors Class R-6 Capital Group · Mutual fund | $582K | 6.7% |
| American Funds American Mutual Fund Class R-6 Capital Group · Mutual fund | $561K | 6.5% |
| MFS Global Total Return Fund Class R4 MFS (Sun Life) · Mutual fund | $492K | 5.7% |
| Vanguard Tax-Managed Balanced Fund Admiral Shares Vanguard · Mutual fund | $469K | 5.4% |
| Victory RS Small Cap Growth Fund Class Y Victory Capital · Mutual fund | $326K | 3.7% |
| John Hancock Disciplined Value Mid Cap Fund Class I John Hancock (Manulife) · Mutual fund | $285K | 3.3% |
22 more lines in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
COPELAND BUHL & COMPANY PLLP10+ years Service code 10 800 EAST WAYZATA BOULEVARD · WAYZATA, MN 55391 Accounting | $28,800 |
NEWTON10+ years Filed as: NEWTON FINANCIAL SOLUTIONS Service code 63 600 S MAIN ST. - SUITE 110 · CAMBRIDGE, MN 55008 12b-1 Fees | $22,033 |
ALERUS FINANCIAL, N.A.10+ years Service code 15 · EIN 45-6062081 Recordkeeping | $10,071 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2024 filing.
Filed July 21, 1992.
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
3 contacts
10 filings · 2015 to 2024