Filings through .
3 of 18 flags tripped on the 2025 filing.
Low participant contribution
Participant contribution per participant 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.
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.
$186K in admin expenses, $743 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; 14 lines in all, holding $2.7M of the plan's $3.7M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $693K | 25.2% |
| iShares Core S&P 500 BlackRock · Mutual fund Index | $635K | 23.1% |
| Vanguard Russell Vanguard · Mutual fund | $324K | 11.8% |
| Money Market Mutual Funds BlackRock · Money market | $207K | 7.5% |
| The Hartford Dividend And Growth Fund Hartford Funds · Mutual fund | $181K | 6.6% |
| Eaton Vance Atlanta Capital Smid-Cap Fund Morgan Stanley · Mutual fund | $124K | 4.5% |
| iShares Core S&P Mid-Cap BlackRock · ETF Index | $110K | 4.0% |
| Equity Fund Artisan Artisan Partners · Mutual fund | $107K | 3.9% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $85K | 3.1% |
| International Select Fund Manager not matched · Mutual fund | $78K | 2.8% |
| 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 |
4 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
4 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 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: MARSH AGENCY LLC Service code 11 · EIN 26-3237576 Actuarial | $52,455 |
TRUIST BANK3 years Filed as: TRUIST FINANCIAL CORPORATION Service code 21 · EIN 56-0939887 Bank Trustee | $30,101 |
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 |
|---|---|---|
Myiah L. Gauntlett, FSA, Maaa, Ea Marsh Agency 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.
Filed June 15, 2021 (most recent of 2 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
4 contacts
Phone and email for the actuary and top hat administrator are on Pro.
11 filings · 2015 to 2025