Filings through .
2 of 18 flags tripped on the 2025 filing.
Low employer contribution
Employer 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.
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.
$107K in admin expenses, $183 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 hold $30.2M of the plan's $38.4M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Long-Term Bond EFT Vanguard · Mutual fund | $12.4M | 40.9% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $3.5M | 11.8% |
| Baird Aggregate Bond Fund Baird · Mutual fund | $3.1M | 10.3% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $2.6M | 8.5% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $1.8M | 5.9% |
| PIMCO International Bond Fund U.S. PIMCO (Allianz) · Mutual fund | $1.4M | 4.6% |
| Treasury Portfolio Fidelity (FMR) · Money market | $1.3M | 4.2% |
| Artisan High Income Fund Artisan Partners · Mutual fund | $972K | 3.2% |
| Brandywine Global High Yield Fund Franklin Templeton · Mutual fund | $945K | 3.1% |
| Gqg Partners Emerging Markets Equity Fund GQG Partners · Mutual fund | $834K | 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 |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 5 funds, likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| AddedVanguard Total International Stock Index Fund | $3.5M |
| ReplacedHighArtisan Mid Cap Fund to Vanguard Mid-Cap Index Fund | $633K to $2.6M |
| AddedVanguard Small-Cap Index Fund | $1.8M |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
3 more lines and 6 more changes 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 1 by compensation.
| Provider | Compensation |
|---|---|
REGIONS BANK11+ years Service code 16 · EIN 63-0371391 Consulting | $107,193 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Staci James, FSA, Ea Mercer 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 May 6, 2019 (most recent of 2 filings on file).
Total covered: 2 employees
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