Filings through .
2 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$131K in admin expenses, $634 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
4 funds of $250K or more; 23 lines in all, holding $4.3M of the plan's $10.2M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fixed Income Fund BlackRock · Mutual fund | $670K | 15.7% |
| State Street(R) Financial Select Sector SPDR(R) ETF State Street (SSgA) · ETF | $369K | 8.6% |
| iShares Core U.S. Aggregate Bond ETF BlackRock · ETF | $355K | 8.3% |
| Equity Fund BlackRock · Mutual fund | $284K | 6.7% |
| State Street(R) Technology Select Sector SPDR(R) ETF State Street (SSgA) · ETF | $236K | 5.5% |
| iShares Russell 1000 Value ETF BlackRock · ETF Index | $220K | 5.1% |
| State Street(R) Industrial Select Sector SPDR(R) ETF State Street (SSgA) · ETF | $205K | 4.8% |
| iShares Russell Mid-Cap ETF BlackRock · ETF | $187K | 4.4% |
| Money Market Mutual Fund Manager not matched · Money market | $187K | 4.4% |
| iShares Russell 1000 Growth ETF BlackRock · ETF Index | $176K | 4.1% |
| 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 |
13 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
13 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 6 by compensation.
| Provider | Compensation |
|---|---|
EKON BENEFITS10+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 Actuarial | $38,000 |
MONETARY MANAGEMENT GROUP, INC.10+ years Service code 28 · EIN 43-1581414 13537 BARRETT PARKWAY DRIVE · ST. LOUIS, MO 63021 Investment Management | $36,721 |
SCHUCHAT, COOK & WERNER10+ years Service code 29 · EIN 43-0763010 555 WASHINGTON AVENUE, STE. 520 · ST. LOUIS, MO 63101-1249 Legal | $17,828 |
U.S. BANK NATIONAL ASSOCIATION10+ years Service code 29 · EIN 31-0841368 ONE U.S. BANK PLAZA · ST. LOUIS, MO 63101 Legal | $9,726 |
GEORGE MICHAEL JR10+ years Service code 14 · EIN 26-2609067 Plan Administrator | $8,460 |
Filed as: GRABEL, SCHNIEDERS, HOLLMAN & CO. Service code 21 · EIN 43-1171178 206 W ARGONNE #200 · KIRKWOOD, MO 63122 Bank Trustee | $7,200 |
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 |
|---|---|---|
Keith Kowalczyk Ekon Benefits Schedule MB | Schedule MB |
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.
3 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025