Filings through .
4 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return 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.
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.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $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. Free for 7 days, then $49 a month.
$273K in admin expenses, $453 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
11 funds hold $18.4M of the plan's $18.4M. Recordkeeper: AMI Benefit Plan Administrators, IN.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund Index | $4.2M | 22.7% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $4.2M | 22.6% |
| Vanguard Inflation-Protected Securities Fund Vanguard · Mutual fund | $3.0M | 16.2% |
| Vanguard Long-Term Vanguard · Mutual fund | $2.0M | 11.1% |
| Schwab Retirement Government Money Fund Charles Schwab · Mutual fund | $1.5M | 8.0% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $806K | 4.4% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $634K | 3.4% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $614K | 3.3% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $538K | 2.9% |
| Eupac Fund Capital Group · Mutual fund | $529K | 2.9% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
1 more fund in this lineup: name, manager, vehicle, dollars and share are on Pro.
1 more line in this lineup is on Pro. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 4 by compensation.
| Provider | Compensation |
|---|---|
Service code 13 · EIN 34-1781113 Contract Administrator | $217,319 |
Filed as: ELLIS PELLUM & ASSOCIATES, P.A. Service code 10 · EIN 59-1843700 Accounting | $25,625 |
NEWPORT GROUP, INC.10+ years Filed as: THE NEWPORT GROUP Service code 28 300 INTERNATIONAL PARKWAY · HEATHROW, FL 32746 Investment Management | $19,900 |
DUNBAR, BENDER & ZAPF, INC.10+ years Filed as: DUNBAR, BENDER & ZAPF, INC Service code 11 400 HOLIDAY DRIVE, SUITE 102 · PITTSBURGH, PA 15220 Actuarial | $10,500 |
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 |
|---|---|---|
Jonathan T. Murello Dunbar, Bender & Zapf, Inc. Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Free for 7 days, then $49 a month.
3 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025