Filings through .
3 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $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. Free for 7 days, then $49 a month.
$372K in admin expenses, $53 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
5 funds of $250K or more; 12 lines in all, holding $4.8M of the plan's $7.2M. Recordkeeper: Totaltrust.
| Fund | Dollars | % of funds% |
|---|---|---|
| Forwarded Manager not matched · Other | $1.7M | 36.4% |
| Forward Manager not matched · Other | $946K | 19.9% |
| Vanguard Small-Cap Value Index Fund Vanguard · Mutual fund Index | $699K | 14.7% |
| instructions) 1000 Burnett AVE STE 110 Concord, CA Manager not matched · Other | $561K | 11.8% |
| Invesco S&P 500 Equal Weight ETF Invesco · Mutual fund Index | $272K | 5.7% |
| Sign Here v Manager not matched · Other | $240K | 5.1% |
| Ishares Russell BlackRock · ETF Index | $200K | 4.2% |
| Johnson & Johnson Manager not matched · Other | $30K | 0.6% |
| 183 State Street (SSgA) · Mutual fund | $29K | 0.6% |
| Totaltrust Retirement Fund Form Manager not matched · Mutual fund | $22K | 0.5% |
| 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 |
2 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
2 more lines in this lineup are on Pro. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 4 by compensation.
| Provider | Compensation |
|---|---|
MILLER KAPLAN ARASE LLP7 years Service code 10 · EIN 95-2036255 Accounting | $157,031 |
TOTALTRUST, LLC3 years Service code 13 · EIN 26-0048379 Contract Administrator | $134,056 |
Filed as: HUDSON EDGE INVESTMENT PARTNERS,INC Service code 28 · EIN 52-1296988 Investment Management | $37,989 |
Filed as: MCCRACKEN STEMERMAN & HOLSBERRY LLP Service code 29 · EIN 94-1709555 Legal | $10,012 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
2 contacts
11 filings · 2015 to 2025