Filings through .
1 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$160K in admin expenses, $300 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; 26 lines in all, holding $9.3M of the plan's $23.1M. Recordkeeper: Ekon Benefits.
| Fund | Dollars | % of funds% |
|---|---|---|
| State Street(R) Financial Select Sector SPDR(R) ETF State Street (SSgA) · ETF Index | $839K | 9.0% |
| !Shares Trust ! 10 Year ETF Manager not matched · Collective trust Index | $778K | 8.4% |
| iShares Core U.S. Aggregate Bond ETF BlackRock · ETF Index | $750K | 8.0% |
| Apppleinc Manager not matched · Other | $708K | 7.6% |
| iShares Russell Mid-Cap ETF BlackRock · ETF Index | $525K | 5.6% |
| Ishares Russell BlackRock · ETF Index | $464K | 5.0% |
| State Street(R) Technology Select Sector SPDR(R) ETF State Street (SSgA) · ETF Index | $462K | 5.0% |
| Shares Registered Investment Companies (Continued) !Shares !Boxx Invst Grade Crp ETF Manager not matched · ETF Index | $430K | 4.6% |
| Consumer Discretionary Select ETF Manager not matched · ETF Index | $406K | 4.4% |
| State Street(R) Industrial Select Sector SPDR(R) ETF State Street (SSgA) · ETF Index | $374K | 4.0% |
| 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 |
16 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
16 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 5 by compensation.
| Provider | Compensation |
|---|---|
MONETARY MANAGEMENT GROUP, INC.10+ years Filed as: MONETARY MANAGEMENT GROUP Service code 28 BARRETT WOODS CORPORATE CENTER II · ST LOUIS, MO 63021 Investment Management | $73,410 |
EKON BENEFITS6 years Service code 15 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 Recordkeeping | $41,010 |
SCHUCHAT, COOK & WERNER9 years Service code 29 1221 LOCUST STREET · ST. LOUIS, MO 63103 Legal | $18,691 |
US BANK7 years Service code 18 505 NORTH 7TH STREET · ST. LOUIS, MO 63101 Float revenue; Investment management ... | $14,138 |
Filed as: GRABEL, SCHNEIDERS HOLLMAN & CO Service code 10 6 W ARGONNE DR, #200 · KIRKWOOD, MO 63122 Accounting | $7,829 |
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.
2 contacts
10 filings · 2016 to 2025