Filings through .
3 of 18 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$155K in admin expenses, $818 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 16 lines in all, holding $9.2M of the plan's $17.4M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Commerce Bond Fund 333 Manager not matched · Mutual fund | $2.3M | 25.5% |
| Baird Aggregate Bond Fund Institutional Baird · Mutual fund | $1.8M | 20.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 12.9% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $856K | 9.3% |
| JPMorgan Hedged Equity Fund Class R6 JPMorgan · Mutual fund | $541K | 5.9% |
| BlackRock Systematic Multi-Strategy Fund Class K BlackRock · Mutual fund | $522K | 5.7% |
| Financial Square Trust Government Institutional Class Manager not matched · Money market | $379K | 4.1% |
| iShares U.S. Treasury Bond ETF BlackRock · ETF Index | $306K | 3.3% |
| State Street(R) Materials Select Sector SPDR(R) ETF State Street (SSgA) · ETF Index | $210K | 2.3% |
| Fidelity Small Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $164K | 1.8% |
| 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
6 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.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
COMMERCE BANK8 years Service code 27 · EIN 48-0962626 922 WALNUT ST · KANSAS CITY, MO 64106 Advisory (Plan) | $87,227 |
CBIZ INVESTMENT ADVISORY SERVICES10+ years Filed as: THE COTTONWOOD GROUP Service code 11 · EIN 20-5250908 Actuarial | $31,187 |
DEBOER & ASSOCIATES, PC10+ years Service code 10 · EIN 47-0836395 17330 WRIGHT STREET · OMAHA, NE 68130 Accounting | $20,060 |
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.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Jennifer L. McHugh, Fca, Asa, Maaa Cbiz Retirement Plan Services Schedule MB | Schedule MB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
4 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025