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.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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.
$85K in admin expenses, $224 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; 5 lines in all, holding $4.4M of the plan's $4.9M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Lord Abbett Core Fixed Income Fund Lord Abbett · Mutual fund | $1.4M | 31.1% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $1.3M | 29.8% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $1.2M | 27.3% |
| iShares Core MSCI EAFE ETF BlackRock · ETF | $509K | 11.6% |
| Common Stock Manager not matched · Insurance contract | $6K | 0.1% |
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.
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 3 by compensation.
| Provider | Compensation |
|---|---|
MILLIMAN, INC.3 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 Actuarial | $48,015 |
BRADY MARTZ & ASSOCIATES1 year Filed as: BRADY MARTZ, PLLC Service code 10 · EIN 99-2923038 401 DEMERS AVE, SUITE 300 · GRAND FORKS, ND 58208 Accounting | $11,992 |
THOMAS WEISEL PARTNERS11+ years Service code 17 · EIN 94-3310172 ONE MONTGOMERY STREET, SUITE 3700 · SAN FRANSICSCO, CA 94104 Pension Consulting | $10,476 |
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 |
|---|---|---|
Daniel W. Colby Milliman, 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.
Filed September 7, 2021 (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.
4 contacts
Phone and email for the actuary and top hat administrator are on Pro.
11 filings · 2015 to 2025