Filings through .
3 of 18 flags tripped on the 2025 filing.
Low participant contribution
Participant 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.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
$108K in admin expenses, $566 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
5 funds of $250K or more; 8 lines in all, holding $3.4M of the plan's $4.9M. Recordkeeper: Charles Schwab.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 40.5% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $533K | 15.8% |
| Vanguard Ftse Developed Markets ETF Vanguard · ETF Index | $435K | 12.9% |
| Vanguard Interm-Term Bond ETF Mutual Fund Vanguard · ETF Index | $428K | 12.7% |
| Vanguard Short-Term Corporate Bond ETF Vanguard · ETF Index | $284K | 8.4% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · ETF Index | $179K | 5.3% |
| Vanguard Ftse Emerging Markets ETF Vanguard · ETF Index | $144K | 4.3% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $1K | <0.1% |
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 3 by compensation.
| Provider | Compensation |
|---|---|
CONRAD SIEGEL10+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 Advisory (Plan) | $44,179 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO Service code 19 · EIN 94-1737782 Securities Custodian | $5,807 |
Filed as: FIDELITY INVESTMENTS Service code 28 245 SUMMER STREET · BOSTON, MA 02210 Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Mark A. Bonsall, FSA, Ea, Maaa Conrad Siegel 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.
4 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025