Filings through .
2 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$88K in admin expenses, $593 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
3 funds of $250K or more; 9 lines in all, holding $1.8M of the plan's $1.8M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Wellington CIF II US Investment Grade Corporate Long Bond Portfolio (Series 1) Wellington · Collective trust | $479K | 27.2% |
| Long Duration US Credit Investment Trust Legal & General (LGIMA) · Collective trust | $479K | 27.2% |
| Borrower, Lessor or Rate of Interest, Collateral Manager not matched · Other | $350K | 19.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $180K | 10.2% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $104K | 5.9% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $72K | 4.1% |
| Vanguard Scottsdale Long Term Govt Bond Index Admiral Vanguard · Mutual fund Index | $71K | 4.0% |
| Vanguard Bond Index Fund - Admiral Class Vanguard · Mutual fund Index | $14K | 0.8% |
| Vanguard Federal Reserve Money Market Vanguard · Money market | $11K | 0.6% |
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 1 by compensation.
| Provider | Compensation |
|---|---|
BUCK GLOBAL, LLC7 years Service code 11 · EIN 13-3954297 Actuarial | $82,415 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Jeffrey S. Walton Buck Global, LLC 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.
4 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025