Filings through .
No flags tripped on the 2025 filing.
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 9 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
8 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$68K in admin expenses, $47 per participant (all participants, line 6f).
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
EDELMAN FINANCIAL ENGINES, LLC9+ years Filed as: FINANCIAL ENGINES Service code 27 · EIN 77-0473565 Advisory (Plan) | $28,547 |
BDO USA, LLP4 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 Accounting | $22,617 |
Service code 15 · EIN 04-2647786 Recordkeeping | $15,619 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
Filed November 26, 2025 (most recent of 4 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
6 contacts
Phone and email for the actuary and top hat administrator are on Pro.
9 filings · 2017 to 2025