Filings through .
4 of 18 flags tripped on the 2025 filing.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Possible retail share class: $672K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$15.4M in admin expenses, $344 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
125 funds of $250K or more; 171 lines in all, holding $2.07B of the plan's $2.72B. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| NT Collective Govt Short Term Invt FD Northern Trust · Collective trust | $512M | 24.8% |
| Other Global Region - USD CF MW Tops Intl EQ FD CLS B1 USD Manager not matched · Collective trust | $57.1M | 2.8% |
| Viking Global Opportunities III LP Manager not matched · Other | $46.0M | 2.2% |
| Fortress Japan Opportunity Fund IV Manager not matched · Mutual fund | $42.9M | 2.1% |
| Partnership/Joint Venture Interests United States - USD L Catterton Growth Partners III, LP Manager not matched · Other | $38.4M | 1.9% |
| L Catterton Growth Partners IV, LP Manager not matched · Other | $38.4M | 1.9% |
| L Catterton IX, L.P Manager not matched · Other | $34.9M | 1.7% |
| Fortress Credit Opportunities Fund V LP Manager not matched · Mutual fund | $30.8M | 1.5% |
| QL Capital Partners, LP Manager not matched · Other | $30.7M | 1.5% |
| H.I.G. Realty Partners IV (Onshore) Manager not matched · Other | $30.0M | 1.5% |
| 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 |
161 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
161 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 7 by compensation.
| Provider | Compensation |
|---|---|
TELUS HEALTH5 years Filed as: LIFEWORKS (US) LTD. Service code 16 · EIN 52-1883918 Consulting | $1,991,060 |
NORTHERN TRUST COMPANY11+ years Service code 21 · EIN 36-1561860 Bank Trustee | $1,422,789 |
COMMERCE BANK11+ years Filed as: COMMERCE TRUST COMPANY Service code 33 · EIN 43-6334070 Securities brokerage | $693,089 |
Filed as: NISA INVESTMENT ADVISORS L.L.C. Service code 27 · EIN 48-1140940 Advisory (Plan) | $685,954 |
MERCER10+ years Service code 11 · EIN 13-2834414 Actuarial | $179,099 |
ERNST & YOUNG LLP11+ years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 Accounting | $137,361 |
ASSET CONSULTING GROUP11+ years Filed as: ASSET CONSULTING GROUP LLC Service code 28 · EIN 26-0887580 Investment Management | $16,667 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Shannon T Koons 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.
Filed November 3, 2023 (most recent of 5 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
5 contacts
Phone and email for the actuary and top hat administrator are on Pro.
11 filings · 2015 to 2025