Filings through .
3 of 18 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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.
$570K in admin expenses, $504 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
19 funds of $250K or more; 24 lines in all, holding $33.2M of the plan's $63.0M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Washington In Registered investmen Capital Group · Other | $3.0M | 9.0% |
| JP Morgan US Treasur JPMorgan · Other | $3.0M | 8.9% |
| The Investment Compa Manager not matched · Other | $2.6M | 7.9% |
| Vanguard Equity Inco Vanguard · Mutual fund | $2.4M | 7.3% |
| Fidelity Otc Portfol Fidelity (FMR) · Mutual fund | $2.3M | 7.1% |
| The Growth Fund Of A Manager not matched · Mutual fund | $2.3M | 6.9% |
| Fidelity Contra Registered investmen Fidelity (FMR) · Mutual fund | $2.2M | 6.8% |
| Income Fund Class A Manager not matched · Mutual fund | $2.1M | 6.4% |
| Loomis Sayles Invest Natixis IM · Other | $2.0M | 6.1% |
| New Economy Fund Capital Group · Mutual fund | $2.0M | 6.0% |
| 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.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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.
This plan did not file a Schedule C with its most recent Form 5500, so no paid service providers are listed.
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Emily M Knutson, FSA, Ea Via Actuarial Solutions Schedule MB | Schedule MB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025