Filings through .
3 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
Recently cancelled plan
Plan reported a final filing / termination within the last year.
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 6 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
5 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$3.5M in admin expenses.
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
4 funds of $250K or more; 18 lines in all, holding $3.0M of the plan's $3.5M. Recordkeeper: Sentinel Benefits Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $668K | 22.6% |
| Invesco QQQ Trust Invesco · Collective trust | $440K | 14.9% |
| Performance Trust Strategic Bond Fund Manager not matched · Collective trust | $287K | 9.7% |
| Vanguard Interm-Term Bond ETF Mutual Fund Vanguard · ETF Index | $281K | 9.5% |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF State Street (SSgA) · ETF Index | $231K | 7.8% |
| Invesco S&P Mid Cap 400 REV ETF Invesco · ETF Index | $175K | 5.9% |
| Vanguard Market Neutral Fund Investor Shares Vanguard · Mutual fund | $144K | 4.9% |
| Fidelity Advisor Semiconductors Fund Class I Fidelity (FMR) · Mutual fund | $111K | 3.8% |
| Invesco Small CAP Value Fund Class R6 Invesco · Mutual fund | $108K | 3.7% |
| Vanguard Ftse Emerging Markets ETF Vanguard · ETF Index | $102K | 3.5% |
| 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 |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
8 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.
This plan did not file a Schedule C with its most recent Form 5500, so no paid service providers are listed.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
2 contacts
6 filings · 2020 to 2025