Filings through .
5 of 18 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.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
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.
$92K in admin expenses, $80 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds of $250K or more; 25 lines in all, holding $8.0M of the plan's $20.7M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Cohen & Steers Preferred Securities & Income Fund, Inc. Cohen & Steers · Mutual fund | $1.1M | 14.0% |
| Vanguard Mid-Cap Value Index Fund Investor Shares Vanguard · Mutual fund | $800K | 10.0% |
| Vanguard Value ETF Vanguard · ETF Index | $772K | 9.6% |
| Vanguard Growth ETF Vanguard · ETF Index | $649K | 8.1% |
| Money market mutual fund Federated Hermes · Money market | $629K | 7.8% |
| Vanguard Mid-Cap Growth Fund Investor Shares Vanguard · Mutual fund | $556K | 6.9% |
| Growth Fund OF America Capital Group · Mutual fund | $473K | 5.9% |
| Washington Mutual Investors Fund Capital Group · Mutual fund | $421K | 5.2% |
| Vanguard Small Cap Value (VOE) Vanguard · Mutual fund | $360K | 4.5% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $320K | 4.0% |
| 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 |
15 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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.
15 more lines 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 4 by compensation.
| Provider | Compensation |
|---|---|
BNY MELLON8 years Filed as: BANK OF NEW YORK MELLON Service code 27 · EIN 13-2614959 P.O. BOX 2034 · JERSEY CITY, NJ 07303 Advisory (Plan) | $39,689 |
LANDMARK PLC, CPAS8 years Service code 10 · EIN 71-0355269 200 W. CAPITOL AVE, STE 1700 · LITTLE ROCK, AR 72201 Accounting | $18,438 |
STEPHENS INC8 years Filed as: STEPHENS INVESTMENTS Service code 27 · EIN 71-0641478 111 CENTER STREET · LITTLE ROCK, AR 72201 Advisory (Plan) | $17,398 |
Service code 27 · EIN 71-0714016 401 W. CAPITOL, SUITE 503 · LITTLE ROCK, AR 72201 Advisory (Plan) | $15,135 |
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.
Filed February 24, 2006.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
2 contacts
11 filings · 2015 to 2025