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3 of 18 flags tripped on the 2025 filing.
Low fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$508K in admin expenses, $5646 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; 17 lines in all, holding $2.7M of the plan's $2.7M. Recordkeeper: Minnesota Life Insurance.
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares S&P 500 Index Fund Service Shares BlackRock · Insurance contract Index | $351K | 12.9% |
| JPMorgan Large Cap Growth JPMorgan · Insurance contract | $348K | 12.8% |
| William Blair Large Cap Growth Fund William Blair · Insurance contract | $331K | 12.2% |
| JPMorgan Large Cap Value Fund Class R6 JPMorgan · Insurance contract | $309K | 11.3% |
| Securian AM Mone Securian · Insurance contract | $194K | 7.1% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Insurance contract Index | $181K | 6.6% |
| Fidelity Advantage Total Bond Fidelity (FMR) · Insurance contract | $165K | 6.0% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Insurance contract Index | $120K | 4.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Insurance contract Index | $113K | 4.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Insurance contract Index | $113K | 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
7 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.
1 contact
10 filings · 2016 to 2025