Filings through .
4 of 18 flags tripped on the 2025 filing.
Low participant contribution
Participant 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.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
$110K in admin expenses, $227 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more; 36 lines in all, holding $14.8M of the plan's $15.0M. Recordkeeper: PCS Retirement.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · ETF Index | $4.1M | 27.8% |
| iShares Core MSCI Total International Stock ETF BlackRock · ETF Index | $2.3M | 15.3% |
| iShares Core U.S. Aggregate Bond ETF BlackRock · ETF Index | $1.4M | 9.6% |
| DoubleLine Total Return Bond Fund Class I DoubleLine · Mutual fund | $1.3M | 8.8% |
| Vanguard Mega Cap ETF Vanguard · ETF Index | $740K | 5.0% |
| Touchstone Small CAP Value Fund Institutional Western & Southern · Mutual fund | $486K | 3.3% |
| Causeway International Small Cap Fund Causeway Capital · Mutual fund | $380K | 2.6% |
| Driehaus Small Cap Growth Fund Institutional Share Class Manager not matched · Mutual fund | $344K | 2.3% |
| Nuveen Real Asset Income Fund Class I TIAA (Nuveen) · Mutual fund | $312K | 2.1% |
| Franklin Templeton Brandywine Global High Yield Fund, Class I Franklin Templeton · Mutual fund | $312K | 2.1% |
| 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 |
26 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
26 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 |
|---|---|
COLDSTREAM WEALTH MANAGEMENT2 years Filed as: COLDSTREAM WEALTH MANAGEMENT, LLC Service code 27 520 KIRKLAND WAY. STE.300 · KIRKLAND, WA 98033 Advisory (Plan) | $61,603 |
PCS RETIREMENT, LLC4 years Filed as: PC RETIREMENT, LLC Service code 13 · EIN 23-3038464 Contract Administrator | $47,945 |
BRINKER CAPITAL6 years Filed as: BRINKER CAPITAL INVESTMENTS, LLC Service code 28 · EIN 22-2799756 Investment Management | $0 |
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.
2 contacts
10 filings · 2016 to 2025