Filings through .
2 of 18 flags tripped on the 2025 filing.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
$71K in admin expenses, $107 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 11 lines in all, holding $21.4M of the plan's $26.5M. Recordkeeper: Milliman.
Target-date series: BlackRock LifePath Index, mutual fund, 96% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $20.5M | 95.8% |
| iShares S&P 500 Index Fund BlackRock · ETF Index | $348K | 1.6% |
| Schwab Government Money Fund Charles Schwab · Mutual fund | $211K | 1.0% |
| Goldman Sachs GQG opps R6 Goldman Sachs · Mutual fund | $102K | 0.5% |
| Ishares Russel Mid Cap Index BlackRock · ETF Index | $58K | 0.3% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $45K | 0.2% |
| Growth Fund OF America Capital Group · Mutual fund | $42K | 0.2% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $39K | 0.2% |
| JPMorgan Core Plus Bond Fund Class R6 JPMorgan · Mutual fund | $20K | <0.1% |
| Cohen & Steers Institutional Realty Shares Cohen & Steers · Mutual fund | $16K | <0.1% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
1 more fund 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.
1 more line in this lineup is 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 4 by compensation.
| Provider | Compensation |
|---|---|
EMBREE FINANCIAL GROUP2 years Service code 27 440 N. WELLS · CHICAGO, IL 60654 Advisory (Plan) | $44,452 |
MILLIMAN, INC.11+ years Service code 15 · EIN 91-0675641 Recordkeeping | $14,940 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 Securities Custodian | $11,137 |
CHARLES SCHWAB & CO., INC.11+ years Service code 19 · EIN 94-1737782 Securities Custodian | $0 |
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 2025 filing.
3 contacts
11 filings · 2015 to 2025