Filings through .
No flags tripped on the 2025 filing.
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.
$350 in admin expenses, $1 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds hold $113M of the plan's $111M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| (A) (B) Manager not matched · Other | $89.7M | 79.7% |
| Lord Abbett Short Duration Income Fund Class I Lord Abbett · Mutual fund | $3.7M | 3.3% |
| Blackrock Multi-Asset Income lnstl BlackRock · Mutual fund | $3.6M | 3.2% |
| PIMCO Income lnstl PIMCO (Allianz) · Mutual fund | $1.8M | 1.6% |
| Guggenheim Limited Duration lnstl Guggenheim · Mutual fund | $1.8M | 1.6% |
| Baird Core Plus Bon Inst Baird · Mutual fund | $1.8M | 1.6% |
| Osterweis Strategic Income Fund Manager not matched · Mutual fund | $1.8M | 1.6% |
| Vanugard Ftse AII World Ex US Manager not matched · Mutual fund | $1.1M | 1.0% |
| Vanugard Value ITT Manager not matched · Mutual fund | $908K | 0.8% |
| Schwab U.S. Large-Cap ETF Charles Schwab · Mutual fund | $900K | 0.8% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
10 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.
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
5 contacts
11 filings · 2015 to 2025