Filings through .
Filed August 15, 2018 (most recent of 6 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BANK OF AMERICA4 years Service code 21 · EIN 94-1687665 | Bank Trustee | $244,246 |
9 funds of $250K or more; 10 lines in all, holding $24.0M of the plan's $24.0M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Scottsdale Funds Intermediate Term Corporate Bond ETF Vanguard · ETF | $10.5M | 43.6% |
| Vanguard Long-Term Corporate Bond Index Fund Vanguard · ETF | $5.5M | 23.1% |
| iShares 20+ Year Treasury Bond ETF BlackRock · ETF | $2.6M | 10.8% |
| Vanguard 500 Index Fund Admiral Shares ETF Vanguard · ETF Index | $1.9M | 8.1% |
| Bank OF America Money Market Savings Account Manager not matched · Money market | $845K | 3.5% |
| Vanguard Ftse Developed Markets ETF Vanguard · ETF | $706K | 2.9% |
| Vanguard Ftse Emerging Markets ETF Vanguard · ETF | $705K | 2.9% |
| iShares Core S&P Mid-Cap ETF BlackRock · ETF | $705K | 2.9% |
| iShares Core S&P Small-Cap ETF BlackRock · ETF | $462K | 1.9% |
| Insurance Co. General Account Manager not matched · Insurance contract | $32K | 0.1% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Glen C. Gahan Hub International Great Plains, LLC Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
The auditor signed off without reservation. This is the cleanest opinion.