Filings through .
4 of 18 flags tripped on the 2025 filing.
High cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Few collective trusts
0% 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.
Wind-down / frozen
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.
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.
$364K in admin expenses, $621 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
2 funds of $250K or more; 5 lines in all, holding $28.7M of the plan's $33.4M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| First American Government Obligations Fund Capital Group · Mutual fund | $28.1M | 97.7% |
| Janus Henderson AAA CLO ETF Janus Henderson · ETF Index | $291K | 1.0% |
| PIMCO Enhanced Low Duration Active ETF PIMCO (Allianz) · ETF Index | $192K | 0.7% |
| Janus Henderson Securitized ETF Janus Henderson · ETF Index | $156K | 0.5% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $13K | <0.1% |
Added 1 fund, dropped 11 funds.
| Fund | Year-end value |
|---|---|
| AddedFirst American Government Obligations Fund | $28.1M |
| DroppedFirst American Government Obligations Fund | $13.8M |
| DroppedTHE Hartford Dividend AND Growth Fund Class F | $2.9M |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
9 more changes 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 6 by compensation.
| Provider | Compensation |
|---|---|
USI INSURANCE SERVICES LLC5 years Filed as: USI CONSULTING GROUP Service code 11 · EIN 06-1053228 Actuarial | $116,796 |
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 28 25434 PRAIRIEWOOD LANE · SHOREWOOD, IL 60404 Investment Management | $93,368 |
Service code 29 · EIN 38-1422647 Legal | $26,428 |
US BANK3 years Service code 19 · EIN 31-0841368 Securities Custodian | $20,000 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 Advisory (Plan) | $17,690 |
NOTTINGHAM ADVISORS3 years Service code 28 · EIN 16-1133372 Investment Management | $15,337 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Noel Whitehurst Usi Consulting Group Schedule SB | Schedule SB |
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.
Filed October 18, 2004.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025