Filings through .
2 of 17 flags tripped on the 2025 filing.
Low employer contribution
Employer 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.
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.
$19K in admin expenses, $90 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; 8 lines in all, holding $1.1M of the plan's $27.2M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Morningstar U.S. Equity Fund Manager not matched · Mutual fund | $433K | 38.8% |
| Morningstar Total Return Bond Fund Institutional Manager not matched · Mutual fund | $317K | 28.4% |
| Morningstar International Equity Fund Manager not matched · Mutual fund | $189K | 16.9% |
| Morningstar Global Opportunistic Equity Fund Institutional Manager not matched · Mutual fund | $57K | 5.1% |
| Morningstar Alternatives Fund Manager not matched · Mutual fund | $43K | 3.9% |
| Morningstar Multisector Bond Fund Manager not matched · Mutual fund | $32K | 2.9% |
| Fidelity Government Cash Reserves Fidelity (FMR) · Money market | $24K | 2.1% |
| Morningstar Global Income Fund Manager not matched · Mutual fund | $22K | 1.9% |
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: APEX PENSION STRATEGIES, INC. Service code 14 · EIN 57-1139545 PO BOX 88208 · ATLANTA, GA 30356 Plan Administrator | $0 |
PENCHECKS4 years Filed as: PENCHECKS TRUST COMPANY OF AMERICA Service code 63 · EIN 23-3060382 PO BOX 2669 · LA MESA, CA 91943 12b-1 Fees | $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.
4 contacts
11 filings · 2015 to 2025