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.
Few collective trusts
3% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
$578K in admin expenses, $290 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 11 lines in all, holding $99.0M of the plan's $111M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $54.7M | 55.3% |
| Baird Intermediate Bond Fund Baird · Mutual fund | $16.7M | 16.9% |
| Core Fixed Income Fund National Investment Services · Mutual fund | $10.9M | 11.0% |
| Fidelity Internatioanl Capital Appreciation K6 Fund Fidelity (FMR) · Mutual fund | $5.8M | 5.9% |
| Benefit U.S. Core Partners Collective Investment Trust Manager not matched · Collective trust | $3.2M | 3.2% |
| Rreef DWS · Other | $2.0M | 2.0% |
| Lion Industrial Trust Franklin Templeton · Other | $1.9M | 1.9% |
| AFL-CIO Building Investment Trust AFL-CIO Investment Trust · Other | $1.7M | 1.8% |
| Total Absolute Return Fund National Investment Services · Mutual fund | $1.2M | 1.2% |
| High Yield Fund National Investment Services · Mutual fund | $590K | 0.6% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
1 more fund in this lineup: name, manager, vehicle, dollars and share are on Pro.
1 more line in this lineup is 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 10 of 11 by compensation.
| Provider | Compensation |
|---|---|
BENESYS, INC.3 years Service code 10 · EIN 13-2600875 Accounting | $165,986 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADVIS. Service code 27 700 E BUTTERFIELD,STE 320 · LOMBARD, IL 60148 Advisory (Plan) | $47,454 |
NATIONAL INVESTMENT SERVICES10+ years Service code 28 · EIN 20-0005644 Investment Management | $45,823 |
Service code 10 · EIN 38-2284921 Accounting | $33,500 |
CUNI, RUST & STRENK10+ years Service code 11 · EIN 31-1227755 Actuarial | $33,167 |
Filed as: MERILL LYNCH, PIERCE, FENNER Service code 27 26 CENTURY HILL DRIVE · LATHAM, NY 12110 Advisory (Plan) | $28,981 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 1200 6TH AVENUE STE 700 · SEATTLE, WA 98101 Investment Management | $25,529 |
US BANK7 years Service code 19 · EIN 38-1844194 Securities Custodian | $23,370 |
LEDBETTER PARISI LLC7 years Filed as: LEDBETTER, PARISI, LLC Service code 29 · EIN 03-0599899 Legal | $20,096 |
TUCKER ARENSBERG1 year Filed as: TUCKER ARENSBERG,P.C. Service code 29 1468 WEST NINTH STREET · CLEVELAND, OH 44113 Legal | $7,253 |
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 |
|---|---|---|
Kevin A. Cole Cuni, Rust & Strenk 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.
3 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025