Filings through .
3 of 19 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Possible retail share class: $9.9M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$94K in admin expenses, $436 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 12 lines in all, holding $11.9M of the plan's $12.5M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Washington Mutual Investors, Class A Capital Group · Other | $1.9M | 15.8% |
| Capital World Growth & Income Fund Class A Capital Group · Mutual fund Possible retail class A | $1.6M | 13.8% |
| NEW World Fund INC Class A Capital Group · Mutual fund Possible retail class A | $1.4M | 11.6% |
| American Balanced Fund Class A Capital Group · Mutual fund Possible retail class A | $1.3M | 10.9% |
| Capital Income Builder Class A Capital Group · Mutual fund Possible retail class A | $1.3M | 10.6% |
| American Funds Capital Group · Mutual fund Possible retail class A | $1.2M | 10.1% |
| Income Fund OF America Class A Capital Group · Mutual fund Possible retail class A | $1.2M | 9.7% |
| NEW Perspective Fund Class A Capital Group · Mutual fund Possible retail class A | $1.1M | 9.5% |
| Eaton Vance Short Duration Strategic Income Fund Class A Morgan Stanley · Mutual fund Possible retail class A | $491K | 4.1% |
| Capital World Bond Fund Class A Capital Group · Mutual fund Possible retail class A | $283K | 2.4% |
| 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 |
2 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
2 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 |
|---|---|
AON CONSULTING10+ years Service code 11 · EIN 22-2232264 Actuarial | $55,087 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSENALLEN LLP Service code 10 · EIN 41-0746749 Accounting | $15,225 |
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 |
|---|---|---|
Angela J. Reely Aon Consulting, Inc. 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