Filings through .
2 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$38K in admin expenses, $228 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more; 16 lines in all, holding $7.9M of the plan's $9.1M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal/Federated Total Return Bond CIT N Federated Hermes · Collective trust | $1.2M | 15.4% |
| TCW Metwest Total Return Bond Fund Class I TCW · Mutual fund | $1.2M | 15.4% |
| Principal/BlackRock S&P 500 Index CIT N BlackRock · Collective trust Index | $825K | 10.5% |
| Invesco Oppenheimer International Bond Fund Class R6 Invesco · Mutual fund | $565K | 7.2% |
| Prin/MFS Value CIT N MFS (Sun Life) · Collective trust | $559K | 7.1% |
| Fidelity Real Estate Index Fund Fidelity (FMR) · Mutual fund Index | $544K | 6.9% |
| Principal/BlackRock S&P MidCap Index CIT N BlackRock · Collective trust Index | $481K | 6.1% |
| PIMCO High Yield Fund Institutional PIMCO (Allianz) · Mutual fund | $373K | 4.7% |
| Alps | CoreCommodity Management CompleteCommodities Strategy Fund Manager not matched · Mutual fund | $369K | 4.7% |
| Principal/BlackRock International Equity Index CIT N BlackRock · Collective trust Index | $367K | 4.6% |
| 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
6 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 |
|---|---|
MERCER1 year Service code 11 · EIN 13-2934414 Actuarial | $12,803 |
PRINCIPAL FINANCIAL GROUP3 years Service code 21 · EIN 42-0127290 Bank Trustee | $7,890 |
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 |
|---|---|---|
Anna Mayzel Mercer Schedule SB | Schedule SB |
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.
4 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025